A hub for independent voices and signals
The key player in this monetary plumbing operation won't be Powell and the Federal Reserve. But rather Secretary Yellen and the US Treasury department! How? 2/ — Alf (@MacroAlf) April 1, 2024 This excess cash flows into the TGA when …
The Federal Reserve has significantly reduced its balance sheet. Some analysts predict a market downturn due to the decrease in liquidity, which has been exacerbated by 11 interest rate hikes that typically take 18 months for the market to digest. …
The International Monetary Fund (IMF) is closely monitoring potential market liquidity risks as countries move to refinance debt issued during the pandemic, warns Gita Gopinath, the IMF’s first Deputy Managing Director. Expressing concern over the already elevated debt levels, Gopinath …
China’s economic woes deepen as the Hang Seng Index plunges 4% in response to another round of disappointing macro data. The persistent question arises: how long until China resorts to injecting substantial liquidity despite its rapidly escalating debt? Concerns grow …
by Perry-Rodent This year the US has to roll over 7 trillion USD in bonds and finance an annual deficit of around 2 trillion on top of it. BRICS and Japan are nor going to buy US treasuries anymore. Up …
via DAVID JENSEN: On Wednesday January 3, 2024 the Bank of Canada (BoC) restarted its Overnight Repurchase (Repo) operation with an initial injection of $4.85 Billion CAD into the financial system – one or more bank or eligible financial institution …
by confoundedinterest17 California is experiencing a pension inferno! One of the biggest public pension plans in the US plans to borrow tens of billions of dollars to maintain liquidity instead of triggering a fire-sale of its assets. Bloomberg reports the roughly $318 …
Last time when institutions wanted to buy cheap, the “articles” were all about how the market was about to crash (it soared instead). These market participants all have their own agenda, part of which is to transfer liquidity from retail’s …
by DesmondMilesDant So basically when global CB’s raises rates to fight inflation the yields on bonds started going up. Now if the money was moving from stock market to bond market to chase higher yields then why didn’t the market …
Revised GDP at 4.9%, market distrust raises concerns of an imminent asset crisis. 🚨 US 🇺🇸 GDP came out at 4.9%, revised down from 5.2%. How do you justify lowering interest rates to stimulate the economy when the data shows …
by DesmondMilesDant Vol up, Market up finally turned into Vol up -> Market down. Liquidity is deteriorating faster in India as compared to United States. #volmageddon Meanwhile in China: New day, new low!#China's Shanghai Composite Index down another 1% …
🚨 Breaking: Federal 🖨️💵 💵 The Fed is injecting liquidity into the market through various facilities , raising concerns 📈 BTFP reaches a new record high, signaling heightened worries for banks 🔄 Repo 🖨️💵 on the rise, indicating stress in …
by Virtual_Crow The RRP facility is used to take excess liquidity out of the system. Banks have a ton of extra deposits that they would loan out, and if there’s too little demand for loans they’d loan it at less …
UBS deposit withdrawal issues cropping up. Letter enclosed. HSBC in the UK also having issues. 🚨AS WARNED 7H AGO, CLEARLY THERE IS SOMETHING WRONG WITH $UBS 🚨 Here the summary of the many ⚠️ I posted so far on $UBS …
JP Morgan: $1.3T rundown in Reverse Repo has been a massive non-QE liquidity boost The only thing that saved markets pic.twitter.com/br1umuNwAX — Roberto Rios (@peruvian_bull) November 17, 2023 It’s wild to me how much people can ignore Bank failures dwarfing …
h/t ChampionshipUsed985
via Reuters – Overnight borrowing costs for some Chinese financial institutions jumped to as high as 50% on Tuesday, as a month-end scramble for cash squeezed liquidity and stressed money markets. In addition to seasonal factors, the cash shortage was …
-DXY breaking out towards 107 -10 yield is nibbling at 5% -Futures red and accelerating lower as I type this. -Cypto suflee is crushing down. Dollar Index DXY pic.twitter.com/SdGxqSuhcX — The_Chartist 📈 (@_chartitude) October 26, 2023 Despite the ongoing debates, …
As Retail Awakens to Inflation, Bond Yields Have More to Go US yields are set to rise due to retail investors hedging against inflation. Bond rallies will be short-lived with a downward trend for Treasuries. After experiencing steady inflation for …
Great chart, Stephane!!! Liquidity squeeze in most important financial asset – US Treasuries – worsens. A major market accident becomes more and more likely – watch the Repo market!!! https://t.co/sC7am5uzdZ — 🏳️🌈 Patrick Krizan 🇺🇦 (@PatrickKrizan) October 23, 2023 If …
China is trying to keep kicking the can down the road, but their collapsing property market, and their dropping exports due to recession, is going to put their economy in a pullback that will take years to recover from. Corporations …
Yes sir we are https://t.co/SioCV8HIqX — JustDario 🏊♂️ (@DarioCpx) October 1, 2023 Is another U.S. credit downgrade coming, followed closely by this? 👇🤫 https://t.co/jOp80yIEUn — Financelot (@FinanceLancelot) October 1, 2023 They don't just hike to 5.5% and then the system …
Sounds right until it isn't! Problem is that the faster bonds sell off the greater collateral hit and impairment to Global #liquidity https://t.co/6GW0EYopoj — CrossBorder Capital/ GLIndexes (@crossbordercap) September 26, 2023 #recession … #StockMarket Bubble edition#Leverage 📉 #MarginCall 📈 https://t.co/nig1oqQvQ8 …
by Chris Black Investors take for granted that securities dealers will exchange cash for financial assets on demand, but that expectation can only be met in benign conditions. The on-going deluge of d… Continue reading by subscribing. Username Password Remember …
by Dismal-Jellyfish Borrowing from the Bank Term Funding Program hit a NEW all time high–the 15th consecutive week above $100 billion! What we are reviewing: Bank Term Funding Program (BTFP) Discount Window/Primary Credit “Other Credit Extensions” I hope to shed …
