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Show Notes
Full interview with Brent Johnson on Eurodollar Dominance
https://funnel.eurodollar.university/dollar
You won't believe how much debt our broke government issued last year. MULTIPLE trillions. At the same time, the Federal Reserve did three-quarters of a trillion USTs roll off its balance sheet (QT). Rather than destroy the Treasury market or bonds in general, quite the opposite has happened. You NEED to ask yourself WHY. There is no soft landing here.
Eurodollar University's Money & Macro Analysis
TBAC Most Recent Quarterly Refunding
https://home.treasury.gov/policy-issues/financing-the-government/quarterly-refunding/most-recent-quarterly-refunding-documents
TBAC Treasury Borrowing Estimates for Q1 2024
https://home.treasury.gov/news/press-releases/jy2054
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU