5-10T Less liquidity affecting private credit, HY bonds, sovereign bonds, & equities needing constant refi.
Will erode valuations. Less $ to equity and bonds.
Can’t wait to interview
@dlacalle_IA
on
@TheROShowPod
near term.
5-10T Less liquidity affecting private credit, HY bonds, sovereign bonds, & equities needing constant refi.
Will erode valuations. Less $ to equity and bonds.
Can’t wait to interview
@dlacalle_IA
on
@TheROShowPod
near term.