发布于: 修改于:iPhone转发：5回复：5喜欢：0
Bear steepener met with deficit. Duration thirst is being met with a tsunami of issuance.
if sovereign AAA can be AA+, what about tech Giants?

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f0reigner
2023-08-11 07:31

$罗素2000指数ETF-iShares(IWM)$ $纳指100ETF-Invesco(QQQ)$ Massive disinversion underway，准备死吧。

f0reigner
2023-08-08 13:20

Biggest caveats so far in curve inversion predicts recession: when the fed owns 5trillions of mbs/treasury that never needs to hedge…