by The list is endless…$SPY The last time the Fed began Quantitative Tightening (QT) was back in September 2018. Stocks immediately fell -20% the next 3 months. The Fed will begin QT again in September 2022. Wonder what will happen... Heart if u are thinking what I am thinking... ❤️🔥 pic.twitter.com/ym33twD2kf— Heisenberg (@Mr_Derivatives) August 18, 2022 Quite a rally given Quantitative Tightening, right? No. The Fed's has not yet reduced its Mortgage-Backed Securities Holdings, which have INCREASED since the start of QT June 1. Higher rates inhibit refinancing, so that's not happening. They knew this right? Right? pic.twitter.com/W1yfDB0ut0— michaelburry (@MikeJBurry) August 18, 2022 At least all that excess liquidity has been removed by the Fed's intense quantitative tightening program
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Lars Pålsson Syll writes DSGE models — a total waste of time
Lars Pålsson Syll writes Max von Sydow — non plus ultra
Peter Radford writes Lost opportunities?
Joel Eissenberg writes Oh, Elon!
The list is endless…
$SPY The last time the Fed began Quantitative Tightening (QT) was back in September 2018. Stocks immediately fell -20% the next 3 months. The Fed will begin QT again in September 2022.
Wonder what will happen...
Heart if u are thinking what I am thinking... ❤️🔥 pic.twitter.com/ym33twD2kf
— Heisenberg (@Mr_Derivatives) August 18, 2022
Quite a rally given Quantitative Tightening, right? No. The Fed's has not yet reduced its Mortgage-Backed Securities Holdings, which have INCREASED since the start of QT June 1. Higher rates inhibit refinancing, so that's not happening. They knew this right? Right? pic.twitter.com/W1yfDB0ut0
— michaelburry (@MikeJBurry) August 18, 2022
At least all that excess liquidity has been removed by the Fed's intense quantitative tightening program so it makes perfect sense to go balls in stocks. pic.twitter.com/pR3zDo9YjC
— Sven Henrich (@NorthmanTrader) August 15, 2022
Quantitative tightening is still intact, inflation is still too high, & dollar index remains quite strong. TSLA & AAPL are once again quite overvalued. Don’t confuse the bear market rally with the new bull. Avoid getting greedy & hedge heavily at this stage.
For a dead cat jump,
— Raja (@RajaZuberi) August 16, 2022
The market will plunge… once they start quantitative tightening. And they’re going to have to soon. My guess is after midterm elections. 📉
— CryptoLogicJohn (🦦) (@cryptologicjohn) August 13, 2022
JP Morgan: There are storm clouds. Rates, quantitative tightening (QT), oil, Ukraine, war, China”.
“If I had to put odds: soft landing 10%. Harder landing, mild recession, 20-30%. Harder recession, 20-30%. And maybe something worse at 20-30%.”
Something worse than recession!
— Make Peace Now (@DoctorGerhard) August 16, 2022
🇺🇸📊 'There is no #quantitative tightening going on US by #FED'
'Is this why no one trusts the FED? How the @#%^ are we supposed to "not fight the FED", if they won't even tell us what they're actually doing?'#bigshortbets🐋https://t.co/hGJIGu84A3
— bigshortbets news (@bigsb_news) August 16, 2022
Too many to post!