Threats to the 'Everything Bubble'

Interview with Anthony Fatseas of WTFinance

Video recorded this week with WTFinance (link below). Here are some of the key charts we discussed.

The US Fed and the US Treasury (“Jay and Janet Show”) have added large amounts of liquidity to US markets through 2024 largely via the rundown of the RRP (Reverse Repo facility) and heavy Treasury bill (rather than coupon) issuance. At its peak, this boost totalled near US$6 trillion (liquidity equivalent). Little wonder both gold and the S&P500 shot ahead by 25% last year. But this hidden stimulus now fast fading….