We are currently entering an environment of insufficient dollar liquidity, evidenced by economic slowdown and increased deficit spending, similar to conditions seen in Q3 of the previous year, Q1 of the last year, and Q3 two years ago, which will produce significant volatility across asset classes until policymakers inject more dollar liquidity.

forecastpending

Speaker

Luke Groman

Evidence Quote

tactically uh I think we're starting to get into one of these environments where there's not enough dollar liquidity again it's where we're seeing a bit of a Slowdown the deficit has been increased

Source

Luke Gromen: Expect Market Turbulence Ahead Due To Tightening LiquidityAdam Taggart | Thoughtful Money®
Created: 8/12/2026, 10:19:56 PM

My Notes

Loading notes...