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Mr. VIX @yieldsearcher on x 10.7K followers
Created: 2025-07-19 00:42:35 UTC
Who knows, but max $5b/mth unwind of Treasury is pretty symbolic at this pt (+$35b/month of MBS)
But if you want an illustrative framework Reserves stand at $3.4t +$200b of RRP = $3.6t Of that $500b has to go fill the TGA. That leaves $3.1t left.
If we use Waller’s $2.7t as the limit, that is $400b of TBills capacity that the domestic banking system can soak up. At $2trillion annual deficits (or $170b/month), that gives us at least X more months till QT ends.
XXX engagements
Related Topics $2trillion banking $400b $27t $31t $500b $36t $200b