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timplex.bsky.social
did:plc:o2i3dlyfi3zadu2wgcizfuxw
Well, a lot of people are scratching their heads about why the stock market seems disconnected from economic reality. And one new thing in the mix is the Fed holding such massive balances. If they sold them, bond yields would go up and money would move out of stocks to buy them.
2025-08-26T15:35:32.408Z