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Strong fiscal and an expanding federal deficit providing liquidity. Next week's Fed meeting is already priced in. Trade and invest using the concepts of MMT. Get a 30-day free trial to MMT Trader. https://www.pitbulleconomics.com/ Mike Norman Twitter https://twitter.com/mikenorman Mike Norman Economics: https://mikenormaneconomics.blogspot.com/
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Strong fiscal and an expanding federal deficit providing liquidity. Next week's Fed meeting is already priced in. Trade and invest using the concepts of MMT. Get a 30-day free trial to MMT Trader. https://www.pitbulleconomics.com/ Mike Norman Twitter https://twitter.com/mikenorman Mike Norman Economics: https://mikenormaneconomics.blogspot.com/
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Mike Norman considers the following as important:
This could be interesting, too:
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| Strong fiscal and an expanding federal deficit providing liquidity. Next week's Fed meeting is already priced in. Trade and invest using the concepts of MMT. Get a 30-day free trial to MMT Trader. https://www.pitbulleconomics.com/ Mike Norman Twitter https://twitter.com/mikenorman Mike Norman Economics: https://mikenormaneconomics.blogspot.com/ |
Happy to hear this positive bullish signal
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Joseph's wang theory of QE and QT is that QE sucks out treasuries from non-banks forcing them into risk assets which raises the valuation of risk assets and QT reverses that which lowers the valuation of risk assets.
However we have here another theory that QT actually makes it easier for banks to make loans. So I'm interested in what kind of results we see in 6-8 months. I'm very open to MMT and but it is interesting to see this clash.
I’ve seen people argue that QE will not change investor risk profiles; therefore, investors won’t go from treasuries into riskier assets just because of QE.
@Taco do you have a link or something I can look up for that data? The main person I’ve heard argue that QE/QT doesn’t affect risk appetite is Mark Dow.
I’m not saying it’s the correct argument, it’s just a point of view I’ve seen.
@Robert QE/QT only alters the cost of capital = QE can drive real rates negative = blow up asset prices
Great MMT Report today Mike!
I agree we're consolidating, but I think we're going lower after this period of consolidation. I don't argue with your analysis, I simply think there are too many negative risk factors near term.
can you show the websites where we can see the deficit numbers and also the balance sheets that are being tightened?
any concerns with velocity with all the bad news…
Why are treasury yields rallying so much?
Hey Mike,
TD Ameritrade has some pretty astute technical analysts who are also calling this the way you see it for the same reasons. Definitely not as succinctly as you do though!
Mike, you are brave making these calls. If you are right, I will bow to you.
Yeah the lending growth thing makes sense, as people will need liquidity to keep doing things from somwhere and if it's not cash directly injected in the economy, its gonna be loans. But because it will never be as good as QE times, so slow "natural" growth just like before C0v1d also makes sense. Thx Mike
1 problem here: Will QT overtake the slow growth due to liquidity from lending? QT will "remove" 50 billion and then 95 billion a month, if they keep it up for a year or two, we'll "shrink" between 1 and 2 trillions
So what's the problem?
@David Cann Well if the volume of QT is bigger than the volume of lending going to markets…. how tf is it gonna be going up unless gov spending goes directly in the markets?
Thanks for information I bought down everything LFG Baby !
Bull market is not over because old lady Nancy Pepsi Cola is buying Apple & Microsoft call options according to congress reporting records , pass it on 😅🤣😂
I wish Elon musk is as optimistic as the title of the video says.
It's a corporate tax month