AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Return Of The Bull Market? | On The Margin Round Up
Forward Guidance
Why Have Things Been Rallying So Hard?
Felix Ulf: I think a question I'd like to explore is why have we been rallying so hard? He says the debt ceiling caused the US Treasury to not issue Treasury bills. That prevented money that would normally not be in the financial system from being taken out, he says. The Fed's rolling off its balance sheet was very slow because mortgage backed securities were pre-paid and are now extending their maturities. And inflation has actually fallen; there's a chart if you can go to slide one of your slides.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode