Could happen (doesn’t even take in to account the potential “debt ceiling!” effect on issuance):
R* is negative, PPT. Atlanta shadow funds and negative junk reals tells you that is true. With more stimmy on life support in Congress, we will see 10's back to 50bp. by year end, just as all the supply lines get fixed and inventories explode. You wanna own JPM here? Good luck.
— Stimpyz (@Stimpyz1) July 31, 2021
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