Said on May 28, 2023, at 16:54 in the video.
“Andreas estimates that U.S dollar liquidity will bottom early next year this is around the time that the FED would likely pivot in response to a recession and it suggests that the markets could see a slow grind down between now and then”Attributed to Andreas — not scored
Andreas explained that the resolution of the debt ceiling will further drain liquidity from the markets this is because the treasury Department needs to refill its bank account at the fed this will suck over 500 billion dollars out of the markets at the same time the FED will continue to reduce the size of its balance sheet further draining liquidity and as a cherry on top apparently the FDIC also needs to drain some liquidity from the markets because of all the banks it's bailed out Andreas estimates that U.S dollar liquidity will bottom early next year this is around the time that the FED would likely pivot in response to a recession and it suggests that the markets could see a slow grind down between now and then as an added bonus the issuance of debt by the treasury to fill up its bank account could cause short-term interest rates to spike this would likely cause more deposit flight from Banks of all sizes into U.S bonds and money market funds and potentially cause more Banks to go under as well Andreas believes that the treasury will be careful with its Bond issuance as a result but I reckon that's giving Janet Yellen a little too much credit but back to andreas's claim that the treasury
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
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