2026-01-09 04:28:42

The push for lower mortgage rates is heating up. Trump's floating the idea of having the government snatch up $200 billion in mortgage bonds—a direct intervention play to ease borrowing costs. This kind of fiscal stimulus ripples through markets faster than most realize. When housing credit conditions shift, capital allocation strategies across all asset classes tend to follow. Worth watching for anyone thinking about macro trends and where liquidity might flow next.

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GasGrillMaster

· 01-09 04:58

The government directly buys 200 billion in bonds? That's a pretty aggressive move. Keep a close eye on where the liquidity is flowing.

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CexIsBad

· 01-09 04:58

Investing 20 billion makes mortgage loans cheaper, and you need to rethink your asset allocation... It's indeed worth pondering where the liquidity is flowing.

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ForkMaster

· 01-09 04:56

20 billion USD to buy the dip on mortgage bonds? I've seen this trick before. When liquidity tilts towards real estate, the arbitrage opportunities in other sectors instantly get squeezed out. As someone raising three kids, I'm starting to consider whether I should follow the institutions' money and jump in this time.

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LiquidationKing