Cem Karsan and Andy Constan | PNL For A Purpose
Excess Returns
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Federal Reserve's Strategy on Quantitative Tightening and Treasury Actions
The chapter explores the Federal Reserve's strategy regarding Quantitative Tightening (QT) and the impact of treasury actions on bond prices and the economy. It discusses the significance of supply and demand, the role of the treasury, and the market reactions to different announcements. The conversation also delves into the difficulty of predicting market movements based on quantitative easing and tightening, emphasizing the importance of reacting to treasury actions rather than trying to predict them.
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