Sitemap - 2023 - Reverse Engineering Finance
Analyzing the "Catastrophic" 11/9 30yr auction in extraordinary detail
Projecting the Quarterly Refunding Announcement
Treasury Issuance is what really matters
Update: if Debt Ceiling deal collapses X-Date is 6/8
If debt ceiling deal falls through, X-Date now unlikely in June
Projecting the X-Date and the TGA
The true cause behind "net liquidity" working? I explore.
Projecting the debt ceiling's impact on TGA and UST issuance over the next 6 months