QVMS - Where Will The Fed's MMT Trillions Land Next?

• There's still a lot of money in circulation that the Fed created from MMT, and it has to go somewhere. Much of that money will start hiding in 2- to 5-year Treasuries securities while the yield curve remains inverted, but also, fortunately, much will go into stocks that serve as inflation hedges.
• It is very hard for the Fed to engineer a “soft” economic landing as intermediate Treasury yields soar. That essentially means that businesses that do not have big order backlogs are likely to teeter into their own recession in the upcoming months.
• Eventually, a weaker U.S. and global economy will impact crude oil prices and other commodities, which, in turn, will “prick” the current inflation bubble.

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