We’ve been also living in a qe bubble for 15 years. While it doesn’t look like qt is gonna hold much longer we also probably unlikely to return in the “spend $$

We’ve been also living in a qe bubble for 15 years. While it doesn’t look like qt is gonna hold much longer we also probably unlikely to return in the “spend $$$ as fast as you can” mode for a while so we might see (actually already seeing) a resurgence of cloud expatriates