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The Fed's assets fell 9.8% in 2023,
moving from $8.55 trillion down to
$7.71 trillion (-$838 billion). This
was the largest calendar year
reduction in their balance sheet on
record |
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00:01 -
03/01/24 |
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Houseflation: prices of homes in the US have risen at the
fastest pace in four decades! |
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Today's NAAIM survey shows managed money is
leveraged long
and that there's flat bearish positioning/hedging |
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There's still plenty of dry powder in the world of credit,
outpacing the demand for loans despite Fed tightening |
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"The workers are never coming back"… |
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