@arjungn80
Arjun Nagarajan
@arjungn80 · 2:43

US regional Bank noises heard again

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On the balance sheet front, given that there is financial stability and banking concerns in the system, however small they may be. Balance Sheet Contraction any appreciable balance sheet contraction, even from a narrative point of view, I think would be very unlikely for the next twelve months or so. So from an equity market standpoint, that liquidity that we keep talking about that drives the equity markets, it seems very unlikely that liquidity will increasingly dry up in the next twelve months

#US #equity #markets #Fed #FDIC

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