RECESSION WATCH, Economic Update, & SOFR Trouble
The Bitcoin Layer
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Analyzing Economic Indicators and Market Liquidity
This chapter explores the intricacies of the current economic landscape, highlighting the fluctuations in policy rates and their significant implications. It emphasizes the importance of monitoring key market indicators, particularly around quarter-end, to grasp their impact on liquidity and future monetary policy.
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In this episode, Nik recaps the day in economic data and financial markets, including a look at JOLTS and the slowing labor market, weak ISM manufacturing data and prices, and the repo market. In the most important financial development of the day, elevated SOFR volumes and repo rates confirm there is some scarcity in the money markets. We believe this type of calendar activity may signal an end to QT very soon. Catch up on Treasury yields and money markets with this timely global macro update.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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