There's definitely liquidity issues. I actually still think the fed is going to have to print regardless of who is in charge. My guess is still early to mid Q2 the printers turn on, but I'm almost definitely wrong lol. I don't make great predictions, even if I have a reason behind them.
Also depends on what data walsh considers to be relevant. I've been digging around on him a bit, I still assume that he is going to cut rates, but I don't know how aggressively.
There's definitely liquidity issues. I actually still think the fed is going to have to print regardless of who is in charge. My guess is still early to mid Q2 the printers turn on, but I'm almost definitely wrong lol. I don't make great predictions, even if I have a reason behind them.