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The word is: LIQUIDITY.
#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #loans #CRE #commercialrealestate #CMBS #ustreasuries #yieldcurve
Are there too many Treasuries? You hear this all the time and while Uncle Sam has spent and borrowed more than human imagination can conceive the reason why the feds are able to is safety and liquidity come first. In 2023, we can see why that would be the case especially as more cracks emerge in key markets.
Eurodollar University's weekly conversation w/Steve Van Metre…
The skinny
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