Back To Top

November 16, 2024

Weekly Commentary: Power

While market attention is understandably fixated on Trump administration nominations and policy focus, there is no more important – and potentially pressing – issue than the Treasury market function. Today’s unprecedented Treasury market leverage is a direct consequence of the Fed bailing out the basis trade players in March 2020.

Prev Post

Yes, stocks are crazy expensive right now. These 5 charts…

Next Post

These 16 Charts Give Me Hope For The U.S. Economy

post-bars
Mail Icon

Newsletter

Get Every Weekly Update & Insights

[mc4wp_form id=]

Leave a Comment