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diff --git a/Finance/Current.md b/Finance/Current.md index 5645830..aff8bf3 100644 --- a/Finance/Current.md +++ b/Finance/Current.md @@ -19,6 +19,10 @@ OCT 23 Rally started after Yellen QRA* issued 50B less bonds than the market exp ' U.S. Treasury's decision to fund the U.S. deficit with shorter-duration bills rather than bonds. Oct'22-now is a big bear market rally ?? +01/08/24 - Huge selloff started: Why ? - valuation became unatractive ? + - israel/iran ? + - only slowdown priced ? not recession yet ... + EMification of usa markets Japanification of the past is very different than today, today it is real negative rate & QE and covert debasement of currency |