they wont be forced into anything until liquidity becomes an issue and that wont become an issue as long as Jerome Powell is Fed Chair. He thinks he is doing the right thing when he and other fed members couldnt be more wrong.
if they couldnt tighten with 3.5% record unemployment, how are they going to tighten now? they are literally screwed and boxed in a corner. But inflation will force their hand sooner than later and they will have to tighten way before 3.5% unemployment causing unemployment to stay elevated.
Other countries from around the world will eventually sell bonds and treasuries will rise in the Fed's face.
HEDGE FUNDS have more access to liquidity now than ever before. They can go long 500 other stocks and be short a handful or vice versus until liquidity dries up. If there become a liquidity crunch, some Hedge funds will do very well and some will get destroyed.
either way, there is a much bigger storm brewing in the markets and I cannot wait to see how it unfolds over the next 12-24 months
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