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The Energy Trade Has Gone Too Far | Jared Dillian
Forward Guidance
The Effect of Quantitative Tightening on Markets
When people talk about quantitative tightening, you know, the Fed's balance sheet is eight, nine, trillion. We're doing 92 billion a month in quantitative tightening. Like it's just a tiny percentage of the Fed's assets and it has an enormous effect on markets. So, yeah, so if quantitative tightening is so bad and now we're doing almost double what QT was before when you were referencing, why, how come you're not more bearish? It's hard to be bearish when sentiment is this bad, you know what I mean?
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