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MacroEuropePolicy ratesFiscal policy and debtQE and central bank balance sheets
Fed Day Mofos: Will they indicate when/if QT ends? Over in the EU: Will the re-arming of the EU paid for with printed EUR overwhelm the near-term -ve fiscal impulse of the US? That's the big macro question. If yes, correction over, if no, hold on to your butts.
Library as of 2026-10-28