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Is the US Treasury still supporting the 42 Macro Paradigm C Bull Market™?
Episode 376
Published 1 month, 3 weeks ago
Description
Darius explains why the Q3 Quarterly Refunding Announcement reinforces 42 Macro's long-term thesis that geopolitical imbalances in the Treasury bond market will require increasingly dovish monetary and financing policy. He also discusses why the bond market is signaling the Fed is falling behind the curve and why delaying cyclical tightening could increase the risk of a more serious structural disruption in the Treasury market.