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$40trn winning! / YCC is back, just in time! / USD weakens (release valve..), PM's take off, duration rallies, equity steady..

  • sc0172
  • 1 day ago
  • 3 min read

  • $ 40'000'000'000'000 the U.S made it ! winning !, and just in time, as if by magic... in comes YCC some kind of QE, with crude prices still high(er), risk of inflation remains, and risk of FED tightening, particularly is the USD weakens sharply, at some point

  • Markets : This looked like a 180 degree turnaround from new FED man Warsh !!... pretty significant event !...kind of papering the cracks (keep spending, keeping a lid on long-end #duration while having to potentially hike), the beginning of the end game, the USDollar should get battered really...(it is the release valve..) >>> Government bonds recovered on U.S treasury announcement (YCC!..), USD weakens, PM's take off and risk likes it broadly speaking, as you would expect!.., crude remains elevated though (infl risk), FED minutes 'divided', Oz labour market softens, China leaves rates unchanged..

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'''If he tries secondary sanctions China will respond aggressively and the American financial markets will collapse much more rapidly. If he doesn’t try secondary sanctions people will ignore this post like they ignore the others'''





First mover advantage weakening...!
















 
 
 

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