February new issuance of 121 billion dollars ➡️ Liberal repo decline accelerates
Commercial real estate loan refinancing peak in March
End of March ➡️ Liberal Repo Depletion March FOMC ➡️ QT Reduction Announcement
April Counter Lending & SRF Operation Begins
May US Government Buyback Program Begins
FOMC ➡️ interest rate cuts begin in June
⭐️ Interest rate and stock price forecasts associated with the above factors 　　　　　
　Interest rates/stock prices
February ↔️ ↔️
March ⤴️ ⤵️
April ⤵️ ⤴️
May ⤵️ ⤴️
June ⤴️ ⤵️
*Since excess money will play a decline in interest rates and stock appreciation due to various mitigations and interest rate cuts until 6/12 FOMC, the 6/12 interest rate cut will cause a profit rush and stock prices will be adjusted

① Raise from China & Euro to Japanese stocks → decline in Euro EV cars, military purge due to China's worsening recession and political unease
② It has been decided that large purchases due to the establishment of a new Japanese stock fund by an overseas fund will be purchased until March

What I'm paying attention to in the December FOMC agenda summary to be announced at 4:00 tomorrow is 2 points ❗️ The first one is the sense of temperature of the interest rate cut schedule, well, this won't change that much. The second point is to determine the stock price increase effect of stealth QE from the start date and acceptance policy of the Permanent Repo Facility (SRF), which is the Fed's new US dollar scattering rotary press ❗️

⭐️ The main culprit behind the rise in stock prices this year is Cole Pau ❗️ Pow because libero deposits left over 1 trillion dollars were released to the market after being scattered too much due to the coronavirus ‼️ Pow claimed digestion of US bonds and the Federal Reserve in the summary of proceedings before construction, but it was released even more than that and boosted stock prices with stray bullets using expectations of interest rate cuts as material ‼️

☑️ Currently, US bonds held by the Fed, which amount to 95 billion dollars per month due to QT, have decreased, and the US government procures reimbursement funds by issuing US bonds, and since before, it was mainly using MMF funds managed in rerepositories to meet the supply needs of US bonds, but there is a risk that excessive supply will suddenly occur in the US bond market and upward pressure on interest rates will increase. Actually, this is the background behind recent stock prices, and in order for institutional investors such as banks, hedge funds, etc. that held MMF to hedge the risk of a sharp rise in interest rates due to concerns about the exhaustion of liberal repositories, Pow has received secret orders from the US government to increase cash on the market without relying on Fed mitigation and is accumulating profits by directing money into stocks now. As a result, the amount remaining in use of Liberapo has decreased, but MMF balances have increased to a record high of 6 trillion dollars or more since profits from stocks have been accumulated. This is a reserve for US bond purchase funds after the Liberal Repo is exhausted, and it offsets the pressure of rising interest rates. Next year, the Fed will continue QT, shrink its balance sheet, prepare for some kind of crash risk, and prepare the next excessive liquidity supply (QE). The US government also already owns this Fed...

Please see the attached image, Pow‼️

Please see the attached image, Pow‼️

Please see attached image Pow ‼️

Please see attached image Pow ‼️