I found it very informative, I was surprised to see how HBD supply has increased in July, after having contracted in the previous months. I have also been struck by the role of the HBD stabilizer, which has burned more HBD than it has created.
What are your thoughts on the future of HBD?
RE: HBD Supply | Where is the New HBD Coming From? Data on HBD Added/Removed by Category | July 2023