For those interested - this is my original QT timebomb thesis from January. Since then I think it's become even more likely. I focus largely on US supply, but sovereign debt is a global market and there is likely going to be huge issuance from Europe/UK. https://t.co/175zXKReb6
— Joseph Wang (@FedGuy12) Sep 23, 2022
via Twitter https://twitter.com/FedGuy12
September 23, 2022 at 04:35PM
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