Projecting the Fall QRA

Greetings,

Ill make a more detailed public post about my plans for this substack soon, but long story short. I recently left my W-2 mortgage tech job to roll the dice and put all my focus on this substack and the macro research, analysis and modelling behind it, so you will be hearing much more from me going forward. But since this will be my sole source of income, at least initially, many of those posts will require a paid subscription starting with this fall QRA projection. This post also contains a spreadsheet of projected daily TGA levels including table ii withdrawals, deposits, debt issuance and redemption, bill drop, and the policy minimum TGA level for that date.