The Fed is gonna ease and do some sort of deceptive QE VERY soon- there are too many imbalances in the economy. TLDR The levered-fiat- banking economy & gov't balance sheet are the boogiemen screaming for easing. This is now political and inflation doesn't matter anymore- Fade the CPI print. 3 charts from @bravosresearch and @Hengecat 's dope newsletter.

The Boomer Bond Bubble is Bursting and the global confidence game is unraveling. They HAVE TO instill confidence in bonds even if its mandated to own them, otherwise the system blows up.

The majority of boomer retirements are in their home. This is why Trump is floating no capital gains tax on selling your home. The housing market is a sht show. You need a bubble in crypto and lower rates from the TradFi world to create demand for housing. Don't get lost in the sauce- its easy.... This is just generational arbitrage! Boomers will bail out the assets they own (keep the ponzi going) for political reasons and money will seep into the frontiers. There will be brief moments of freakouts in the credit market that force political hands, but make no mistake, we've passed the maginot line of ponzi finance.