meta_pixel
Tapesearch Logo
Log in
Real Vision: Finance & Investing

New Dollar Liquidity Set to Make a Splash in Markets?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 6 February 2023

⏱️ 19 minutes

🧾️ Download transcript

Summary

When the U.S. breaches its debt limit, the Treasury will be forced to inject new liquidity into financial markets using various accounting gimmicks. Andreas shares how this extra cash flow could affect various asset classes and explores the potential multiple and ugly ramifications of this nightmare scenario. Recorded on January 17, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everyone, if you liked this podcast, go behind the pay wall to get privilege access

0:06.5

to the smartest minds and finance.

0:08.7

Join the Real Vision community and learn how to become a better investor.

0:12.4

Visit realvision.com slash RV pod and use the promo code podcast 10 to get 10% off our

0:18.7

central membership for the first year.

0:21.1

And now to today's episode.

0:24.9

The signals are telling me to watch the US debt ceiling.

0:29.4

The US debt ceiling will be breached this week and it will have ramifications across

0:35.5

asset classes, not least for equities in a rather counterintuitive way.

0:42.4

So Steno signals starts right now.

0:53.3

Welcome to the third edition of Steno signals.

0:56.3

My name is Andreas Steno and I'm pleased by the feedback that we've received after the

1:02.3

first couple of episodes of this new show.

1:06.1

Please leave your feedback or comments in the comments section and I'll make sure to answer

1:12.1

every single question.

1:15.1

It's been a pleasure to host these first couple of sessions and it's an honor to continue

1:20.5

the show on Real Vision.

1:23.1

The last two weeks we talked about disinflation.

1:26.3

So falling inflation pressures in the US and the Chinese reopening.

1:31.8

The disinflation trends continue in the US economy.

1:34.8

This week we received new signals from the manufacturing sector that the slowdown is

1:39.8

evident and that there is an expected decline in the price of goods over the coming three

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.