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MacroUnited StatesGovernment bondsTrade and tariffsFiscal dominanceQE and central bank balance sheets
Trump’s tariff formula is further evidence he is laser focused on reversing these imbalances. The problem for treasuries is that without $ exports foreigners can’t buy bonds. The Fed and banking system must step up to ensure a well functioning treasury mrkt, which means Brrrr. https://t.co/doGPAaRfAl
Library as of 2026-10-27