the specific QE policies will vary, but it will probably include an MBS-style QE like in QE1 2008. this will lower mortgage rates short-term

Illya Gerasymchuk -

2025-08-20 20:43

the specific QE policies will vary, but it will probably include an MBS-style QE like in QE1 2008. this will lower mortgage rates short-term

I explained why in this thread: https://illya.sh/threads/@1754148538-1.html

Illya Gerasymchuk 2025-08-20 20:43

the next burst in global liquidity/larger financial crisis will only happen after several more rounds of QE

the next round of QE is close, but hasn’t even started yet and rates were not cut. however, the next big debt refinancing is underway

🧵 it's NOT yet the top of the cycle for equities, cryptocurrencies and other risk assets. here’s why

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