U may take a look into what is happening with SOFR-EFFR spread
I plotted a chart for Last 8 years
SOFR – EFFR 9 ( 5 day moving average ) pic.twitter.com/nEdtw2Iw9k— Shabeer Ali (@shabeeraly) November 3, 2025
The Fed’s recent repo injections, like the ~$29B on Nov 1, aim to ease short-term funding pressures amid declining bank reserves (down to ~$2.8T). Implications include stabilizing markets and boosting assets like stocks/crypto, but they may signal underlying liquidity stress or potential policy shifts. Over $125B in days could fuel inflation concerns if sustained, per reports from CoinDesk, Economic Times, and Fed notes.
— Marcus Jackson (@mdotjacks25) November 4, 2025
REPO MARKET MAY INDICATE 2026 MIGHT BE VERY UGLY. I DON'T WANT TO SOUND LIKE A CONSPIRACY THEORIST BUT I THINK THE BANKERS AND GOVERNMENT KNOW MORE THAN THEY ARE TELLING US. STOCK MARKETS DID NOT CRASH UNTIL MARCH 2020! MAY BE JUST A COINCIDENCE?
byu/Hephaestus4 inWallstreetsilver
🚨 BREAKING: Fed just dumped $29.4B in overnight repo cash Oct 31, the BIGGEST since 2020! Tops even Dot Com bubble peaks ($25B).
Reserves at 4-yr low ($2.8T) scream liquidity pinch… but hey, "routine" balance sheet tweak, right?
Economy 5x bigger now, bullish or red flag? pic.twitter.com/mJV6MrTPtf
— Wall Street Gold (@WSBGold) November 1, 2025
DRAMA: Banks tap Fed loans in record numbers amid month-end pressures
The Fed is about to start boosting financial markets again. Here’s why.
Fed And China Inject Billions As Markets Wobble