Market Can’t Stay Up with Three Barrels
RiskReversal Pod
00:00
The Fed's Balance Sheet Doubled From Pre-Covid Levels to Where It Was Just at Its Highs in March
The Fed's balance sheet doubled from the pre-COVID levels, right, to where it was just at its highs when they talked about quantitative tightening. The housing market is still on fire because of all these weird dynamics going back to what Bianco is saying. I think this UPS potential strike is going to be a bigger deal than people realize.
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