In this latest installment of Real Time with Jordi Visser, Jordi provides a second update this week to highlight key factors amidst the rapidly evolving market conditions. He provides his views on the funding markets, current lack of liquidity, demand for cash and the increasing recession risk within equities.
Moreover, Jordi contrasts extremely elevated rates vol with muted equity vol to make the point that pressure in equities will continue to grow. Finally, Jordi points to the re-positioning in the US away from China re-opening and inflation and from small cap to large cap securities.

About These Videos: Our market videos seek to provide a data-focused interpretation of the market's most critical developments. Real-Time with Jordi Visser is a recurring series produced by our President and CIO based on his macro views. The purpose of his series is to isolate macroeconomic indicators ("green marbles") that are telling the true story of the market, rather than relying on the narratives or stories often portrayed as news. Jordi is a unique thinker and tends to publish these videos during market dislocations/regime shifts when he sees areas where his views differ from consensus sentiment.
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