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128 - Scariest Macro Setup In 20+ Years | Luke Gromen
Bankless
The Fed Is Starting to Sell Treasuries Foreigners With the Dollar
There's been inflation, but there's this balance of payments dynamic where foreigners own semony treasuries now they're not buying enough ment. If the fed stands aside, the supply side of the treasury market will get so much bigger as the us heads intoa full fledged financial crisis. I think we're going to go through a span of sign negative real interest rates. But again, the debt is so much higher than it was, the us Economy much more financialized than it was.
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