by If you are a monetarist you HAVE TO be bearish on the QT and have puts for June… HAVE… TO… And what % of people are monetarist? 99%?Goldman: June Op-Ex Is "A Literally Massive, Repeat Massive" .2 Trillion https://t.co/6TORc95IRX— zerohedge (@zerohedge) June 5, 2022 Open interest in SPY for June from a few days ago… everybody has Puts…BofA warning of “Summer of HELLLLLLL!”….[embedded content]All these monetarists are bearish on the QT as “banks won’t have money to lend out!” …Treasury redemptions start on the 15th:
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If you are a monetarist you HAVE TO be bearish on the QT and have puts for June… HAVE… TO… And what % of people are monetarist? 99%?
Goldman: June Op-Ex Is "A Literally Massive, Repeat Massive" $3.2 Trillion https://t.co/6TORc95IRX
— zerohedge (@zerohedge) June 5, 2022
Open interest in SPY for June from a few days ago… everybody has Puts…
BofA warning of “Summer of HELLLLLLL!”….
All these monetarists are bearish on the QT as “banks won’t have money to lend out!” …
Treasury redemptions start on the 15th:
