The U.S. Treasury market and U.S. mortgage-backed security market are under considerable structural distress and together represent almost the entire Federal Reserve balance sheet (roughly two-thirds treasuries, one-third mortgage-backed securities).
factualpending
Speaker
Jack FarleyEvidence Quote
“there are two markets that are under considerable distress and it's very concerning because those markets are some of the biggest markets in the world i'm talking about the us treasury market and the u.s mortgage-backed security market”
Source
The Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris Whalen— Forward GuidanceCreated: 8/11/2026, 1:23:06 AM
My Notes
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