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#1354 Darius Dale | Presidential Election Could Make Assets EXPLODE

The Pomp Podcast

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Treasury Quarterly Refunding Announcement Analysis

Exploration of the significant increase in borrowing projections and treasury general account balance in the upcoming quarter, leading to discussions on hawkish signals and liquidity dynamics. Focus on market liquidity complexities, government decisions flooding the market with bills, and concerns over impact on asset markets. Analysis of interest-bearing securities, portfolio risk, and treasury market dynamics, emphasizing optimizing debt issuance and cost implications for government debt instruments.

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