Hey Nik, I am a bit confused from the statement about Joe: "Thankfully, Joe isn’t going anywhere". Does that now mean he will still be part of TBL but no more as a writer?
Hey FloH, that's right. I'm shifting away from writing and producing videos for the time being, and into back-end research and new products for TBL readers and viewers. I hope this clears everything up! Thank you for your readership.
The FED has (personally) forecasted a growing SOMA portfolio starting in mid/late 2025. The last two years the FED was actually pretty transparent as to what its plans are. My guess is they will start to pivot from QT back to QE some time next year. This could obviously change if a liquidity event occurs before that. I think this is the best guess one can make right now.
Hey Nik, I am a bit confused from the statement about Joe: "Thankfully, Joe isn’t going anywhere". Does that now mean he will still be part of TBL but no more as a writer?
Hey FloH, that's right. I'm shifting away from writing and producing videos for the time being, and into back-end research and new products for TBL readers and viewers. I hope this clears everything up! Thank you for your readership.
All the best to you Joe! Stick around in the comments on TBL :D
Hey Nik, and team, if you had to put odds to the Fed dropping QT where would you put them? Thanks so much, Jeff
The FED has (personally) forecasted a growing SOMA portfolio starting in mid/late 2025. The last two years the FED was actually pretty transparent as to what its plans are. My guess is they will start to pivot from QT back to QE some time next year. This could obviously change if a liquidity event occurs before that. I think this is the best guess one can make right now.