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Jurrien Timmer: The Trade For A 2023 Recession

The Macro Trading Floor

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The Hidden Dollar Debt in the Financial System

The liquidity situation is worsening, but it's a slow process relative to what it could have been. The shrinkage of reserves is less than what implied by the 95 billion dollar qt A month. There are rollover risks also in repo in any short term funding like instrument like a repo or an fx swap.

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