2 ms·
AI was a convenient vessel for shadow QE these last few years Now, with rates falling, they can pivot the story - call it an AI bubble, let it crash then use
by 5350-uiop-1130 11mo ago
AI was a convenient vessel for shadow QE these last few years
Now, with rates falling, they can pivot the story - call it an AI bubble, let it crash
then use the crash as justification for renewed, open money printing
- deleted 11mo ago[deleted]
- walterbell 11mo agoThanks for the pointer (and first HN comment!) on shadow QE. July 2024, https://x.com/stealthqe4/status/1818782094316712148 https://x.com/stealthqe4/status/1818782094316712148 > We’ve all been wondering where all of this liquidity is coming from in the markets. Stealth QE was being done somehow. Now we have the answer! It’s all in the Treasury increased t-bill issuance. QE has now been replaced by ATI. https://hn.algolia.com/?query=%22shadow%20qe%22&type=all https://hn.algolia.com/?query=%22shadow%20qe%22&type=all