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Raise the Ceiling or Hit the Roof - The Week Ahead
Macro Horizons
The Treasury Department's Plan to Buy Back Commercial Real Estate
The commercial real estate sector is another one to look out for as we get towards summer. The Treasury Department has been providing QE while the Fed has been attempting QT. It's not until the TGA gets replenished after the debt ceiling issue has been resolved that we'll see the full extent of the Fed's balance sheet rundown.
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