Episode 62: Are Credit Conditions Tightening? With Harry Melandri

<p>We&#39;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 &#39;yes.&#39; He breaks down why cash-generative tech giants are suddenly hoarding capital, how massive private raises affect broader market liquidity, and whether the Fed&#39;s recent hawkish shift is real or just theater to calm bond markets.Follow Harry on Substack here: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbERjN3JiVmFLUmhHYlFzTkZkZkdzOGpFYkRhUXxBQ3Jtc0tuYUNRUFBWZS13TXBKcGNfRHh2WUlwbkEwUFNwa0tUVlpxQnVEcnJ4WFVLNVVVU3dhdzFNNkZXTF95SkVPNkJPM01sTmNPT0pzcTh4MTJxVnFZNDFSSU1KZktGM1B2b2lxbXctbElmYzF4U0l5OEw5aw&q=https%3A%2F%2Frespicefinemmacro.substack.com%2F&v=8ikSQY2eRJQ" target="_blank" rel="nofollow">https://respicefinemmacro.substack.com/</a>Join us on Substack: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGR2Zjg3UFVJY18xQnlEd05fZ2ZGM0JtSjlLZ3xBQ3Jtc0ttb2VETXVqVnRMWWY5LVdHMHJ3ajRnOWxid3NvVEJQbFRwRjBmT2hiWTVjdDhaNGNPaEZ2U2gwRk03aHU0Q2NlWnEwVWV0YnhPWl9ZWkVzQmNyV0hzbTNHdXhRRW0zd2tUM0R6aS1RSTNzdVFNQXg0cw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=8ikSQY2eRJQ" target="_blank" rel="nofollow">https://themarkethouse.substack.com</a> Connect with us on Twitter: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVRIQkVMRzFGMGhLTWJVMmU4TlQ4UmZUZ0dzUXxBQ3Jtc0tsVDZWQ3ctVFJ6Yk03ZC05Sk5BaVE5WHo3ekx5SzhlQi1LaW1EUzFYaFFEaU9RRHpzUUFlUmpMWU1LQ3pBeV96d3ZIZ2hwQTcyV1JXYjhTVWtHd09nUksweGdKSVVISGpQOTktTHJ2Um1yWXNUdkZLbw&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=8ikSQY2eRJQ" target="_blank" rel="nofollow">https://x.com/the_markethouse</a><br></p>