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@Barton_options
"4/ CARES act spending is dwindling down to mostly tax breaks. SBA is not sending out money. Unemployment is still cut in half. orange curves are 5D SMA We are back to the old regime where most of the deficit is from DoD spending boomer spending (70% of the outflow)"
X Link @Barton_options 2020-08-31T00:08Z 35.1K followers, XX engagements
"5/ in Sept Treasury will sell $224Bn worth of coupon UST with the Fed buying about $76Bn coupon (1Y-30Y). I think you know what that means for bonds and various sectors"
X Link @Barton_options 2020-08-31T00:18Z 35.1K followers, XX engagements