“I think a lot of people view the QE ... as primarily working through the balance sheet ... but ... yields would rise ... investors sell bonds because they're not as excited”
BK
Brij Khurana
Alpha Exchange ·
“Government procurement spending or government spending writ large is basically being funded uh through the bill markets and the attraction of that is that the banks are ready buyers for bills”
Bankless · What Is Bitcoin Telling Us? | Michael Howell, Macro Analyst
Play from 53:58
53:58
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What was described
describes Treasury QE as funding government procurement through short-dated bill issuance that banks readily buy, monetizing debt
Said nearby on the same subject
“Total Fund Management… combine our asset allocation function with our treasury function. Asset allocation is what you want to buy. Treasury is how do you pay for it.”
OP
Ontario Teachers Pension Plan
Capital Allocators - Inside the Institutional Investment Industry ·
“The move to Treasury QE... seems to have a positive effect on the Bitcoin price.”
♫
Said on BTC Sessions
“The treasury buyback program ... we’re going to buy back that 28-year bond ... and we’re going to issue treasury bills”
♫
Said on The Master Investor Podcast with Wilfred Frost
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