08-04-2023, 03:08 PM
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Planar Protector
Join Date: Aug 2014
Posts: 2,433
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About 44% of Federal debt (read >$15TRN) is SUB 2yrs duration.
Along with about $2Trn+ of CRE debt (much of that is currently in negative NPV projects)
***IMHO very likely to witness a return to QE and YCC before YE2025.
- I do not see a probable mathematical alternative.
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