Episode 803: The DC Today - Monday, February 26, 2024
I love this long-form DC Today, and I love the start of the week in markets and activity. I hope my feelings are contagious.
I love this long-form DC Today, and I love the start of the week in markets and activity. I hope my feelings are contagious.
Today's Post - https://bahnsen.co/3Iya6nH
Financial markets have absorbed the $1.5 trillion (or so) of quantitative tightening thus far quite well, but reverse repos were at high levels, and bank reserves (and money market liquidity) were not challenged. Will the Fed press more QT when RRP’s hit zero? Color me skeptical.
Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
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