Episode 62: Are Credit Conditions Tightening? With Harry Melandri
About this episode
Maggie Lake discusses credit conditions and liquidity with guest Harry Melandri.
We're back...! Maggie Lake is Talking Markets today with Harry Melandri, author of the Respice Finem Macro Substack. The big question: Is a liquidity squeeze underway? Harry thinks 'yes.' He breaks down why cash-generative tech giants are suddenly hoarding capital, how massive private raises affect broader market liquidity, and whether the Fed's recent hawkish shift is real or just theater to calm bond markets.Follow Harry on Substack here: https://respicefinemmacro.substack.com/ Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
More episodes of Maggie Lake Talking Markets
- Episode 65: The Nasdaq 100 Danger Zone? With Katie Stockton
- Episode 64: Is Micron Breaking Down? With Dale Pinkert
- Episode 63: Will It All Fall Apart At Once? With Jared Dillian
- Episode 61: Is the Next Fed Move a Hike? With Dale Pinkert
- Episode 60: What's the Next Mini Bubble? With Kevin Muir
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