Wanna Get SOMA Them Bonds?

It is notable and a little funny how the followers of 3G (Gurus Gross & Gundlach) have gotten hammered here as the Fed makes its adjustments of US Treasury security holdings. For reference, recall Macro Tourist‘s highlight of Martingale Macro’s observations about the Fed’s SOMA days. Pink Tickets on QT Days We had been planning for a bounce in bonds since well before I was … Continue reading Wanna Get SOMA Them Bonds?