>>21455313>>21455964>>21456015(addendum 2)
if the bigs do not soon get what they want (QE) I guess there are not many options for them.
>double down on the pre-spending, blowing themselves up even larger into once again a too-big-to-fail&too-big-to-jail scenario and quite literally forcing the Fed into enacting LULZQE because of muh systemic danger to le systém if they didn't [most likely scenario, imo]>quietly deleverage themselves, letting someone else do the bagholding, maybe within a volatile period of the markets (post us election, maybe) [very unlikely scenario however, imo]>throwing an absolute massive tantrum if neither their preferred candidate gets selected, nor the Fed succumbs and does QE [likely, but, well, not really]also something to keep a note of: if the 10y yield starts nothing towards or even above the Fed funds rate (as would be the normal state), think of all the misallocated trillions in the debt market this would entail.
I guess, full send buy all the things could be here to stay for the meantime.
I doubt anybody has a clue what lies beyond le two more weeks any more.
thanks or reading my blog. keep in mind that previous bubbles don't tend to pop in clown world.
