Eric Wallerstein
@ericwallerstein
Chief Macro Strategist, Clocktower Group. formerly at the Fed and White House.
가입 March 2020
2.4K 팔로잉 중 16.6K 팬
if buybacks exceed 4bn per operation (say, are 6bn) and are continued after this quarter, takedown would be ~43% of total 20y & 30y issuance.
thats a meaningful terming-in of Treasury issuance.
and yes, it’s more like QE than not.
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