Forward Guidance
@ForwardGuidance
Macro Investing Podcast
Hosted by @fejau_inc
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Joined June 2022
105 Following 28.2K Followers
Marginal macro policy is moving from the Fed to the Treasury.
Treasury's new buyback program will use bills to buy off-the-run long-end bonds.
"If that sounds like a different variation of QE, it's because it is."
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