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Illya Gerasymchuk
Entrepreneur / Engineer
User Illya Gerasymchuk -

2025-08-19 10:30

in the short-term, lower rates and/or QE means easier funding conditions, so more positions will get to be refinanced

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the yield spreads may also start an almost vertical uptrend on a monthly timescale - this usually means a financial crisis to some degree that's probably not happening in the next 3 months though, as you can expect Federal Reserve to decrease interest rates and/or employ QE

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