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Jurrien Timmer: The Trade For A 2023 Recession

The Macro Trading Floor

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The Fed's Reverse Repo Facility Has a Material Impact on the Dollar Liquidity Space

When the fed eventually will pivot on qt Um, and I don't really think that we've spent a lot of time discussing that. The last sort of historical analogy we have Uh when it comes to to ending a qt process was the complete meltdown in in stocks just before new years in 2018 as far as I remember right. It took a complete meltdown for the fed to accept that they had to communicate that the qt process would end Was it six or seven months later? But obviously an important point still in um in the dollar liquidity space.

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