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Pastimes : The Philosophical Porch -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (19287)	11/2/2023 8:49:35 AM
From: Rarebird	Read Replies (1) \| Respond to of 26251

As stated earlier, team Biden player, Grandma Yellen manipulated the Treasury market issuance to reverse the Bond bear for the time being. Unit labor costs down .8%.

To: Rarebird who wrote (19287)	11/2/2023 10:45:45 AM
From: Real Man	Read Replies (1) \| Respond to of 26251

Reverse repo, bank-stored coupon passes from CoVid era, are fueling this rally. $1 Trillion came into these markets. When this money sits as a reverse repo at the Fed it cannot be leveraged. When it comes out the potential leverage is 10x or more. This rally could have legs, although nothing indicates the Fed will be reversing their tough policy stance any time soon. Powell particularly mentioned there were no discussions of changes to QT, and the Fed is still mopping up excess liquidity. I see a potential collision course, so I am unwilling to commit funds to the long side.