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Quantitative Tightening (QT)

2 articles on this topic, newest first.

Rates Are Rising and Big Tech Is Holding. Here Is Why That Is Not a Contradiction

The 10-year yield tells you the price of money. It does not tell you how much money is left. Put the two together and the confusing headlines of the past three years line up into one picture.

Investor Mind

Waiting for rate cuts is how you miss the market

Since 2022 US equities have repeatedly broken the textbook link between high rates and falling stocks. The explanation is not the policy rate. It is the Treasury's checking account, T-bills, the RRP window and the capital expenditure bills coming out of data centers.

Macro