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The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market

Forward Guidance

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Government Influence on Mortgage-Backed Securities and Treasury Yields

This chapter explores the profound impact of government influence on mortgage-backed securities and treasury yields, discussing historical contexts, funding structures, and market dynamics. It delves into the correlation between home prices, disposable income, and financial market sustainability while analyzing the role of the Federal Reserve in shaping economic stability. The conversation also predicts a significant market downturn by the end of 2025 based on liquidity impacts and economic analysis.

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