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Tom McClellan: These Decades-Long Correlations All Predict A Major Market Sell-Off Later This Year

Thoughtful Money with Adam Taggart

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Impact of Reverse Repurchase Agreements on Market Liquidity

The chapter explores the dynamics of reverse repurchase agreements and their influence on market liquidity, likening them to a sponge that absorbs and releases liquidity. It raises concerns about potential liquidity depletion or shifts towards repo agreements, warning of future market problems. The analysis delves into historical correlations, emphasizing the importance of monitoring the Fed's data on reverse repos for insights into stock market movements.

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