RedStickBR

[quote]Treasury auction today says if you come at the king you best not miss. PM participation even lower according to Santeli than the past several auctions. But remember we're printing money. German bunds got bid and they hit their highest inflation marks in quite some time. Just another big marke...

I’m sure you’ve noticed King Dollar throwing its weight around here recently …...

I don’t find it coincidental that the $3.5T build back better plan is talking about being trimmed back on the same day that Powell admitted inflation is hotter than expected and yields are blowing out. If 10y goes back towards 1.7%, might be a good Treasury buying opportunity on a bet the fiscal ...

Sure, so when the original post was made, there was a lot of commentary out there that the “Fed’s QE was making its way into the market.” The original purpose of the thread was to (a) determine whether or not that could actually be proven to be true and (b) if so, how one could “follow the money,” s...

I had to turn away for a minute, but do I have it right that he started off super dovish with no mention of taper in his prepared remarks and then snuck in “taper could be ended by middle of next year” and “could begin next month” in response to these last few questions?...

[quote]For the health and well being of future generation I wish this market would correct and that that the Fed would taper and that they would raise interest rates. [/quote] +1...

:lol: When our banks get in trouble, we bail them out or call them too big to fail. Is CCP giving the world a lesson in capitalism, or will they end up doing the same thing we do?...

I haven’t seen that yet, but I don’t doubt it. Can you imagine if they overcooked this thing so much so that Real GDP is negative this year? :lol: Also a good read: https://blog.ftx.com/blog/the-everything-bubble/...

I’m not referring to paying it off entirely. Of course we shouldn’t do that. I could have been clearer on that point. I’m referring to even getting Debt to GDP down to a meaningful level short of financial repression, Fed monetizing the debt and then effectively writing it off, defaults and restr...

I came across this statistic today and it really got the macro wheels turning in terms of understanding just how large the trillions in US stimulus is. The electricity industry is the most capital intensive industry on the planet, with global capex of $780 billion. Oil and gas is second, with glo...