We just reversed 11 months of QT in less than 2 weeks.
Equities up
Bond yields down
Tech stocks outperforming
Bitcoin up
The worse things get now, the more the Fed will do. Bad news = good news.
Liquidity is the tide that lifts all ships.
More cowbell is coming…
Feds balance sheet will need to grow to $12 Trillion in QE according to this chart.
Bring lots of popcorn and extra butter.
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