Commercial Banks Taper Treasury Purchases | Joseph Wang & DC Analyst
b'DC Analyst joins Joseph Wang and Jack Farley for a discussion about commercial banks, treasuries, and bearishness on banks.\\n--\\n\\nDC on Twitter: @AnalystDC\\nJoseph Wang on Twitter: @FedGuy12\\nJack Farley on Twitter: @JackFarley96\\nBlockworks on Twitter: @Blockworks_\\n\\n--\\n\\nLinks\\n___\\nLiberty Street Economics, "The Fed\\u2019s Balance Sheet Runoff and the ON RRP Facility":\\nhttps://libertystreeteconomics.newyorkfed.org/2022/04/the-feds-balance-sheet-runoff-and-the-on-rrp-facility/\\n\\nBullard\'s Triple Rate Hike Comment: https://www.bloomberg.com/news/articles/2022-04-19/last-resort-fed-hike-enters-debate-as-bullard-invokes-1994-move\\n\\nDC\'s substack: https://dcchartbook.substack.com/p/chartbook-15?s=r\\n\\nJoseph Wang\'s writings: https://fedguy.com/draining-the-rrp/\\n--\\n\\n(00:00) Introduction To DC Analyst\\n(02:01) Why Are Banks Buying Fewer Treasuries?\\n(14:30) Implosion Of The Japanese Yen\\n(20:40) Who Will Buy The Treasuries?\\n(31:20) What If Banks Don\'t Lend More?\\n(37:30) Bearish For Banks? (No)\\n(42:47) Quantitative Tightening - Will The Fed Be Forced to Sell?\\n(46:57) Mortgage-Backed Securities\\n(57:40) Bullard\'s Comments on Triple-Hike'