Treasury yields up alongside commercial real estate mortgage backed securities delinquency rates. Wouldn’t be surprised if there’s a banking liquidity crisis on the horizon.
Discussion
Will they let the market break things or will we see the mother of all prints?
It will go down the tubes……..
Landlords of commercial property are not going to be making payments.
This is when you realize that commercial property on your books is not a real asset…….
Very bullish for Bitcoin
In the long term, yes. In the short term, in my view, Bitcoin would be the first to be sold in order to get some liquidity
mandibles
These things take a long time to work through. There’s probably still pandemic money out there, keeping dead buildings a-float and clearly there’s a desperation from someone to get people back into the office, even though it’s probably the least green environmentally, friendly effort known to man.
This game could go on for 4 to 6 years.
And it will happen just when they want it to and in manner in which they planned it.
If DXY stays at 110, then there is a major liquidity crisis and deflationary debt spiral on the horizon as people liquidate treasuries to meet debt obligations. nostr:npub1tccnjexzau3x5ea8c69v047nqfy3xm4w4yl9j788sts0usl87nhsvce6fh and nostr:npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z covered this in detail on Wednesday pod
