MBCC TH 3rd Jan'25 - "$10 trillion US debt to be refinanced in 2025 at higher rates, oops? What does all this mean, and does the Fed have any tricks up its sleeve? How to trade this?"

The biggest issue for 2025 is all this US debt that is maturing that needs to be refinanced at higher rates. Of course this all stems from the Fed/Treasury using short term bills to finance their fiscal spend last year at 2.5%, but now rates at 4.5%, will it choke them? We know the reverse repo is down to its last few billions…

THIS IS NOT TO BE MISSED as no one has put it all together like we have and implications for equities/bonds/commodities…