tag:blogger.com,1999:blog-4102429195693595750.post334063785665127271..comments2024-03-22T05:15:17.042+02:00Comments on Sudden Debt: If At First You Don't Succeed... Repo MoreHellasioushttp://www.blogger.com/profile/03564511281240682625noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-4102429195693595750.post-71035637393974869872019-09-29T13:05:02.270+03:002019-09-29T13:05:02.270+03:00Fed selling bonds, yes. Fed selling bonds, yes. Hellasioushttps://www.blogger.com/profile/03564511281240682625noreply@blogger.comtag:blogger.com,1999:blog-4102429195693595750.post-84964105320031321812019-09-28T16:52:56.558+03:002019-09-28T16:52:56.558+03:00Thanks Hells! Does the Fed shrinking it's bala...Thanks Hells! Does the Fed shrinking it's balance sheet mean the Fed is selling (getting rid of) Treasuries and Mortgage-backed securities? camabronhttps://www.blogger.com/profile/10024146459457965038noreply@blogger.comtag:blogger.com,1999:blog-4102429195693595750.post-21219831716100805262019-09-28T13:06:38.858+03:002019-09-28T13:06:38.858+03:00ok.... according to a couple of bank dealers two m...ok.... according to a couple of bank dealers two major US banks have pulled back from providing liquidity to the repo market. Don't know the extend of the pullback or the reason.<br /><br />Another friend highlighted the fact that the global market is facing a shortage of US Dollars, mostly due to the Fed's shrinking of its balance sheet in the last few years. For example, look at the appreciation of USD in the forex market.. Hellasioushttps://www.blogger.com/profile/03564511281240682625noreply@blogger.comtag:blogger.com,1999:blog-4102429195693595750.post-13863542608430022932019-09-27T18:16:17.749+03:002019-09-27T18:16:17.749+03:00Thanks Hell, again, you are a highly appreciated r...Thanks Hell, again, you are a highly appreciated resource in an essential arena that remains nebulous to most people. Aristophaneshttps://www.blogger.com/profile/09770226693957552752noreply@blogger.comtag:blogger.com,1999:blog-4102429195693595750.post-8570942201925480482019-09-27T09:47:36.742+03:002019-09-27T09:47:36.742+03:00That’s an excellent question. Unfortunately it is...That’s an excellent question. Unfortunately it is not easy to answer because trading has now become largely electronic and direct I.e. voice brokers who once dominated the interbank market have lost market share - they would (privately) talk...<br /><br /><br />Still, I’ll investigate.Hellasioushttps://www.blogger.com/profile/03564511281240682625noreply@blogger.comtag:blogger.com,1999:blog-4102429195693595750.post-43464220202585279042019-09-27T07:24:37.980+03:002019-09-27T07:24:37.980+03:00Hell, any insight as to the entities or type (bank...Hell, any insight as to the entities or type (banks, MM Funds...) that removed their assets from the Repo market or their geographic location?Aristophaneshttps://www.blogger.com/profile/09770226693957552752noreply@blogger.comtag:blogger.com,1999:blog-4102429195693595750.post-43535176057841221302019-09-27T03:15:15.416+03:002019-09-27T03:15:15.416+03:00WOW! And, amazing insight as usual!WOW! And, amazing insight as usual!camabronhttps://www.blogger.com/profile/10024146459457965038noreply@blogger.com