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Credit Suisse’s Kasper Bartholdy Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative

"Are central bank balance sheets really shrinking at all?"

"Are central bank balance sheets really shrinking at all?"
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1 comment on “Credit Suisse’s Kasper Bartholdy Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative

  1. too short term. his view is kind of ‘it works until it doesnt’ that other 20% of the time when credit spread DONT tighten…as that has already occurred and were headed inthe other direction: credit deteriorating….but since its ‘not too bad’ yet, lets just ignore and figure if sp500 is up, it’ll all work out.

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