Who's ready for a FRED 50 Trillion Balance Sheet? I Am.

21 Sep 2023
Japan has no completely lost control of their bond yields.

Japan has completely lost control the US Yield Curve Control.

The FRED paused (as I expected they had no choice).

The FRED realizing they need to initiate YCC / QE / Rate Cuts before end of 2023 or we're going to see an economic meltdown.

Option 1, let yields raise > mortgages blow up > bank collateral blows up bail out 100 Trillion.

Option 2, start YCC / QE / Rate Cuts down > things don't blow up but spend 50 Trillion.


What's hilarious is there is ZERO news coverage on this ZERO, the USA setup a YCC facility with the BOJ to patch bond yields yet the JAPANESE currency CANNOT handle it and the BOJ is starting to actually panic / tap out.


People waiting for a "country" to enact the third world war, I'll give you a hint they always start when some major financial system breaks. That's this this is where we are at.

Japan has a GDP of only 4.941 Trillion, if they initiate more YCC / QE they will start to turn into the Turkish Lira and then mass people are going to panic about US bonds.


THERE IS ZERO chance we get to 2025 without a FRED balance sheet of over at least 30 Trillion, buckle up.