[bequanna]

Hard to see things going that way.

We've just started to rein in inflation. I don't think anyone (Fed, politicians, or the public) has the stomach for more QE.

[sampa]

when the banks fall and the system is collapsing, this is their only answer

see 2008, 2020

[bequanna]

This is a very bold prediction.

Given how aggressively we expanded the money supply just a few years ago, mass bank failures seem quite unlikely as asset price increases generated quite a bit of equity leaving plenty of buffer room for loan defaults.

Still plenty of liquidity out there. Commercial real estate is not a systemic threat.