This is excellent. Kyle Bass breaks everything down in 5 minutes.
He thinks switching the Treasury auctions from long duration bonds to t-bills enabled the Treasury to throw another $2 trillion of liquidity into the market.
He then gets into the Yen/carry trade. 👇👇 pic.twitter.com/5qeV7cKKxc
— QE Infinity (@StealthQE4) August 5, 2024
How big is this Yen/carry unwind? I don’t think anyone really knows
— QE Infinity (@StealthQE4) August 5, 2024
How the Yen Carry Trade Blows Up
In just 90 seconds! pic.twitter.com/J38dFzDVFj
— Travis Hoium (@TravisHoium) August 5, 2024
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