"FED poured petrol on the fire by stepping in and buying MORE bonds via QE, when the entire world was buying bonds". Didn't the FED step in to buy government & corporate bonds as the entire world was selling those bonds and move into cash? FED didn't add petrol on the fire. They prevented the collapse of the fixed income market by capping what was supposed to be the risk-free curve.
I hope you continue this substack. I’ve found your articles fascinating. I’d love your opinion on what comes next for equity and property markets around the world in the next year. Thank you.
Hi Nick, I love your videos and articles, thanks for the time you are taking! Could you in the future go over some Bond-basics, that a lot of your trading and thinking seems to rely on? For example implications of steepening or flattening etc...
"FED poured petrol on the fire by stepping in and buying MORE bonds via QE, when the entire world was buying bonds". Didn't the FED step in to buy government & corporate bonds as the entire world was selling those bonds and move into cash? FED didn't add petrol on the fire. They prevented the collapse of the fixed income market by capping what was supposed to be the risk-free curve.
Very interesting article, thanks for writing this!
I hope you continue this substack. I’ve found your articles fascinating. I’d love your opinion on what comes next for equity and property markets around the world in the next year. Thank you.
Hi Nick, I love your videos and articles, thanks for the time you are taking! Could you in the future go over some Bond-basics, that a lot of your trading and thinking seems to rely on? For example implications of steepening or flattening etc...
Best wishes from the land of sausage: Germany!
Thank you as always.
Brilliant
Thanks, very informative. I learned a bunch read this