Ray Dalio: Believing the Fed, the Brink of War, & Cash! No Longer Trash 2/2/23
Squawk Pod
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Is the Demand for U.S. Bonds Increasing?
The Fed balance sheets down by half a trillion dollars from the peak. And here we are not worried too much about financing things. The other side is the balance sheet has been monetization except for just the most recent moment. That just even chronologically is going to worsen. Then you also have the geopolitical issues which are playing a role. A lot of trade and capital flows is in remand B; China has never chosen to denominated remand B.
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