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Sudden Liquidity Expansion Despite Inflation Burst: TBL Weekly #129

Nik Bhatia and Augustine Carrasco

Feb 16

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Good morning Readers!

It is crazy to think that just a few months back, investors had forgotten all about the ‘price stability’ part of the Fed’s dual mandate, so much so that even the weekly jobless claims prints every Thursday morning were must-see releases—one that rarely carries market-moving power. Nevertheless, with trade wars at play alongside hotter-than-expected core CPI, inflation has taken back its spotlight. As such, today’s post takes a closer look at how markets are reacting to inflation expectations by:

Looking at last week’s sudden expansion in TBL Liquidity, and how equities and bitcoin reacted to this growth in liquidity.
And analyzing inflation-fighting assets like gold and how they reflect this new, up-and-coming inflation narrative in investors’ portfolios.

So, without further ado, grab a coffee, and let’s dive into TBL Weekly #129.

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TBL Liquidity’s sudden expansion:...

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