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Unusual Whales Pod #11: 2.6% GDP, the American economy at large, and risks in the Treasury market

Unusual Whales

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I Think We're Not Running Into Significant Uh Concerns

The market's a bit less liquid than it was but we're not running into significant concerns say the way we did when um in 2020 or at some points in the financial crisis dynamic. A lot of people are looking at the uk situation and trying to find the next uk you know ldi dynamic. I don't see those folks around that could be put into a position of forced sellingUm partially because the typical investors and bonds are often hold to maturity often low low leverage low risk.

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