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6min chapter
False Dawn: Why The Rally Is Over | Andy Constan & Joseph Wang
Forward Guidance
Quantitative Tightening
As of september first, is the federalzes balance sheet? Is the 95 billion dollar cap per month now in place o 60 billion dollars of treasuries and 35 billion dollars of of mortgaesback securities? And also, how big of a dislocation do you think that will be like at to mention that there's oing to be a lot of issuents in the coming months. Since eight one one year issuance was announced, portfolio yields are down 7, 800 basis points. That yesterday's acs blows away your infinite horizon, this is where we're headed.
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