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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Federal Reserve's Plan to Roll Over Its Balance Sheet by 95 Billion Dollars
The Federal Reserve plans on rolling over its balance sheet by 95 billion dollars. I think 60 of 65 of treasuries and 30 of mortgage cash securities, I could be off by 5 billion. So there's been material, material tightening in what's going on under the surface that I think is going to continue to come through equities and probably credit spreads.
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