2026-01-06 07:44:12 CET
in reply to

npub1yy…4kawc on Nostr: That is a very good question. For the purposes of liquidity, I would estimate that ...

That is a very good question. For the purposes of liquidity, I would estimate that $500billion on the top end and $350billion on the lower end.

The one downside from shifting aggressively out of sovereign bonds into the various BRI investments would be a reduction in liquidity, so I’d expect the target would be the upper end of $500billion.

Thanks for engaging though. Much appreciated.