Is There a Risk of Another Flare-up in Banking? w/ Geo Chen
Real Vision: Finance & Investing
00:00
The Fed's Refilling of the Treasury General Accounts
The bond market has already gone a long way to price this in because the big, the bond market sees this massive. 700 billion of additional supply coming in over the next four months. I think there's been a buyer's strike where the market wants to get a premium in yield ahead of this issuance. And that's why we've seen bonds sell off. We've seen shorter dated sofers sell off and we've even seen another hike get priced in for the over the next two months.
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