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This is excellent. Kyle Bass breaks everything down in 5 minutes. He thinks switching the Treasury auctions from long duration bonds to t-bills enabled the Treasury to throw another $2 trillion of liquidity into the market. He then gets into the Yen/carry trade. 👇👇

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QE Infinity

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753,098 Aufrufe • vor 2 Jahren •via X (Twitter)

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11 Kommentare

Profilbild von QE Infinity
QE Infinityvor 2 Jahren

What’s interesting with Yen/carry is it wasn’t just the hedge fund using the trade The Japanese people were too. They were buying things in dollar assets because they were scared of their depreciating currency So when the Yen strengthened they helped unwind the carry trade too

Profilbild von QE Infinity
QE Infinityvor 2 Jahren

How big is this Yen/carry unwind? I don’t think anyone really knows

Profilbild von Rawrskis!
Rawrskis!vor 2 Jahren

"It's not the hedge funds, it's the savers in Japan."

Profilbild von QE Infinity
QE Infinityvor 2 Jahren

That was so good

Profilbild von Erik LaPaglia
Erik LaPagliavor 2 Jahren

The shift to T-bills not only boosts liquidity but also reshapes risk dynamics in the market.

Profilbild von QE Infinity
QE Infinityvor 2 Jahren

How will they be able to keep selling them when rates drop?

Profilbild von Ryan Kubanka
Ryan Kubankavor 2 Jahren

Next hit to the US will be deflation and banks in my opinion. Force a massive sell by unwinding the carry trade, spreads blow out, bank goes down, and deflation is triggered due to that forced sell as unemployment spikes.

Profilbild von Mikey T. Krieger
Mikey T. Kriegervor 2 Jahren

It took me about 3 minutes to realize I was watching camera footage from a person filming their tv

Profilbild von QE Infinity
QE Infinityvor 2 Jahren

I’m not very good at it 🤦‍♂️

Profilbild von RACKS (e/acc)
RACKS (e/acc)vor 2 Jahren

@Jkylebass a truly great market participant and American!

Profilbild von QE Infinity
QE Infinityvor 2 Jahren

@Jkylebass Indeed

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