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Weekly Notebook Review | June 27, 2023

Hedgeye Podcasts

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How Much Actual QT Will Be Evolving in the Next Quarter or So?

I've been reading a little bit on how they're kind of replenishing the TGA, but still really almost still providing some QE. So not quite the QT that everybody was anticipating in terms of the things rolling off. You know, there's just it's all flows. People are trading off the flows,. But could anybody help me understand what and if how much actual QT is going to be evolving in the next say quarter or so? And I'll mute up here. If anybody's got any kind of more intimate knowledge on how kind of the TGA works or sort of this concept, please, you know, follow me and jump up and speak.

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