Playback speed×Share postShare post at current timeShare from 0:000:00/72When monetary QE is constrained, fiscal QE steps in to pressure long rates lower. 8-5-2026All things financial...Aug 05, 202672ShareTranscriptDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsAn election shifts the balance of power - and narrows the administration's room to maneuver 11-3-20264 hrs ago • All things financial...Crypto-enabled sanctions evasion may preserve access, but a higher cost with lower dollar per barrel 11-2-202624 hrs ago • All things financial...In a deleveraging scenario the sellers balance sheet matter more than a buyer's valuation 11-1-2026 Nov 1 • All things financial...The longer a financial adjustment is delayed, the less control you will have over the end 10-30-2026Oct 30 • All things financial...When the old world is dying, the new world will not ask permission to arrive 10-22-2026Oct 22 • All things financial...Total Return Swaps: the risk slips between books; but losses hit the same balance sheet 10-20-2026Oct 20 • All things financial...Your currency reserves are yours; until your custodian's government confiscates them 10-19-2026Oct 19 • All things financial...Once a nation gives up control of its currency & credit, it matters not who makes the nation's laws 10-17-2026Oct 17 • All things financial...
