What Will Happen if the Fed Raises Rates with Danielle DiMartino Booth
Inflection Point
00:00
The Fed Balance Sheet Phases
This is a great chart that i saw that you tweeded out just earlier to day. What we'r king at is post g f c, a fed balance sheet phases. And it takes less increase in that ten year yield for something to break in the stock market. The most interesting divide was when powell was trying to push through quantitative tightening at the same time as raising interust rates. But i also treated out this morningt what yield is rising more than the ten tenure yield to day. That's my cheeky way of saying, we're still at 87 basis points on the differential between the two years and the tenure yield.
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