Kde pár čísel nahradí tisíc slov: $100bn QT from Fed/ECB/BoE/BoC/RBA/RBNZ per month+ $1tn T-bill supply + $200-300bn rise in TGA + MMF outflows (from RRPs to T-Bills) = could approach a $1.5tn liquidity drain
Michael Hartnett zůstává na „medvědí“ pozici.