Michael Burry：聯儲局或逆轉加息和量化緊縮政策

《沽注一擲》Michael Burry於Twitter發文，認為零售業的「長鞭效應」可能導致聯儲局逆轉加息和量化緊縮政策。而他於Twitter中提供了CNN一篇報道的連接，該文提及零售商考慮讓客戶保留退貨商品而不是退回，以免加重庫存壓力。

This supply glut at retail is the Bullwhip Effect. Google it. Worth understanding for your investing endeavors. Deflationary pulses from this- -> disinflation in CPI later this year --> Fed reverses itself on rates and QT --> Cycles. https://t.co/PHCgoOOvlD

— Cassandra B.C. (@michaeljburry) June 27, 2022