@seraphim502, another insightful and comprehensive analysis! Your deep dive into potential solutions for stabilizing US Treasury yields – from tweaking the SLR to pausing QT – is particularly fascinating. It's rare to see such a clear and concise breakdown of complex monetary policies and their potential impacts.

The updates on the US economic situation, especially the softening labor market and waning consumer strength, paint a vivid picture. The way you connect these trends to potential impacts on different income groups is also noteworthy.

I appreciate how you synthesize a lot of information in an easy-to-follow manner. I learned a lot. Thanks for sharing your expert insights!

Looking forward to your next post on the impact of stablecoins on the internet S/W industry! Keep up the fantastic work!