invest1 publisher
Michael Kramer dates a liquidity squeeze to October and November on $317bn of net issuance
Mott Capital's Michael Kramer argues that deteriorating breadth in stocks and high-yield bonds, falling SOFR volumes and money fund outflows will meet another $317 billion of net Treasury issuance in October and November.
Publishers:seekingalpha.com
Reality
- Evidence20
- Adoption
- Insufficient
- Hype gap+35
- Incentives60
- Confidence45