75% Liquidity Pool Exhausted! Is the Indian Stock Market Rally Over? Stock Market Insights 2024

There has been a dramatic improvement in market liquidity, especially since June 2023, which in turn has helped drive one of the strongest rallies of recent times in equity markets around the world. The NIFTY-50 in India rallied almost 20% during the course of 2023, and this raging bull run in equity markets is showing no signs of slowing down in 2024 either.
However the source of liquidity that’s driving this on-going rally is not the same this time as what they traditionally have been. Equity markets have historically witnessed liquidity-driven bull runs typically during times when global central banks, especially the Fed, are in “money-printing” mode. However that’s NOT the case right now... Fed has in fact been conducting Quantitative Tightening (QT) and cutting liquidity since June 2022! Then where are equity markets deriving liquidity from right now?
This is exactly what I discuss in this video. It’s critical to understand the source of liquidity that’s fueling the on-going rally, because only then can we make an objective assessment as to how long this new source of liquidity will last, and by when the on-going rally can potentially run out of steam!
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( Indian Stock Market Insights 2024 | US Fed Liquidity ( US Federal Reserve ) )
Chapters:
00:00 Introduction
00:02 Rally in Equity Market/Nifty from 2023 to 2024
02:45 Overall Fed Balance sheet Size Explained and Nifty 50
8:15 What is Debt Ceiling?
15:51 What is Repo Market Blowup?
24:50 What is Reverse Repo Rate?
28:29 Fed's Reverse Repo Facility (RRP)
Liquidity in Stock Market - Indian Stock Market Rally 2024
#federalreserve #stockanalysis #nifty50 #federal #nifty #niftyprediction #fed #liquidity #equitymarket #stockmarketnews #indianstockmarket #stockmarketeducation #rally #stockmarketpredictions #rrp #investmentfacts #investmentstrategies #stockmarket2024 #usfed #indraanilguha #metacaps

Пікірлер: 19

  • @geedee7675
    @geedee767512 күн бұрын

    The only real financial educational channel .. absolutely fantastic content

  • @IndraanilGuha

    @IndraanilGuha

    8 күн бұрын

    Many thanks Glad you liked the video

  • @iamnotaca8520
    @iamnotaca85204 ай бұрын

    Great info sir, it's very rare to see people touch upon such topics

  • @IndraanilGuha

    @IndraanilGuha

    4 ай бұрын

    Glad you liked the video and its content

  • @diwakarkeskar
    @diwakarkeskar4 ай бұрын

    Good information explained with broader perspective containing various terms which could be assimilated easily

  • @IndraanilGuha

    @IndraanilGuha

    4 ай бұрын

    Glad you liked the video and its content

  • @kapildheer1
    @kapildheer12 ай бұрын

    Awesome explanation with utmost clarity. Seldom such videos on fundamentals are seen which give an indicative to time the events. Thanks for the insights👍

  • @IndraanilGuha

    @IndraanilGuha

    2 ай бұрын

    Many thanks for the generous appreciation... glad you liked the video! Look forward to your continued love and support for upcoming videos as well!

  • @kartikshah7519
    @kartikshah75192 ай бұрын

    Watched most of ur vods, you work really hard to bring out forward looking indicators! Awesome stuff, highly underrated channeld.

  • @IndraanilGuha

    @IndraanilGuha

    2 ай бұрын

    Many thanks for the generous appreciation... glad you liked the video! Look forward to your continued love and support for upcoming videos as well!

  • @kartikshah7519

    @kartikshah7519

    2 ай бұрын

    @@IndraanilGuha sir, do you believe that transition from QT to QE by letting 25B rolling off FED BS....(Slowing QT=QE in some shape n form) add another avenue for added liquidity, eventually resulting in a perpetual!? risk on mode? Thank you

  • @RiddhimanArya
    @RiddhimanArya2 ай бұрын

    🎉 Zbrdst Content

  • @IndraanilGuha

    @IndraanilGuha

    Ай бұрын

    Many thanks... glad you liked the video

  • @sagarmitkari1514
    @sagarmitkari15144 ай бұрын

    thanks! a question. you said Money is overflowing from RRP to bond market then how equity market are getting liquidity? thanks in advance

  • @IndraanilGuha

    @IndraanilGuha

    3 ай бұрын

    Mr. Sagar, many thanks for asking this question... we have featured this question and my response to the same in a dedicated Q&A video that we just finished recording as a follow-up to this video. The Q&A video is now available at: kzread.info/dash/bejne/mpls0pKEhLKbk9Y.html

  • @dilipmukherjee1686
    @dilipmukherjee16862 ай бұрын

    Thank u Indraanil sir for your extraordinary inputs,, after yesterday s FED s policy to reduce QT from 60billion to billion per month ''' what wd be the impact'' please explain in a vdo''' all r waiting for your valuable guidance'' Regards

  • @IndraanilGuha

    @IndraanilGuha

    2 ай бұрын

    Dilip, many thanks for these super kind words... very happy to know that you found the content to be useful. The Fed has now effectively cut the rate of QT from $95 billion per month to $60 billion per month. This, in my view, marks the first step towards the Fed eventually starting to cut rates in some time. Before the Fed starts rate cuts, logically speaking, they need to end QT before that, since it would NOT make sense for the Fed to cut rates and yet continue with QT - all at the same time (since rate cuts and QT have contradictory goals). I personally believe that the Fed will fully wind down QT to zero over the next couple of months, post which it will start rate cuts.

  • @vishwa34
    @vishwa342 ай бұрын

    Hello Sir: thanks for the educational videos. Where can I find the reports you going through.. Is it possible to upload on your website Thanks

  • @IndraanilGuha

    @IndraanilGuha

    Ай бұрын

    Many thanks for the super kind words.... glad you found the content to be useful

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