Mining Stock Daily Barry Knapp on how the Fed's QE Cycle Re-Emerged Last Week
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Mar 27, 2025 Barry Knapp from Ironsides Macro shares insights from his note, 'The 10 Year Treasury Accord,' analyzing the Federal Reserve's latest quantitative easing measures. He dives into the bond market dynamics, highlighting fiscal policy challenges and the implications of trade tensions. Knapp discusses the complexities of managing the federal deficit, the relationship between government spending and GDP, and offers a cautious outlook on gold prices amidst global economic shifts.
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Lindsey Vonn's comeback
- Barry Knapp lives in Vail, home of Lindsey Vonn.
- The hosts discuss her recent podium finish at age 40 after multiple medical procedures.
Fed Easing
- Barry Knapp's note "The 10-Year Treasury Accord" asserts the Fed is easing.
- This follows the FOMC meeting where the Fed reduced Treasury runoff, signaling easing.
Easing and Spending Detox
- The Fed's easing aims to reduce pressure on the 10-year Treasury yield.
- This helps smooth the "detox" from government spending, according to Treasury Secretary Yellen.
