Fed Notes Potential Need for "Restrictive Policy"
Real Vision: Finance & Investing
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Is There a Collateral Run That Causes the Scarcity of Collateral in the Portfolio?
We are seeing moves that we haven't seen certain currencies don't move like this. Itmy comes own to mark a depth, and at a time of of o major transition. Treasuries have not hedged equity risk. If there is an actual cashing out of some aitude, there won't be enough places to put that cash. That's the big one to watch out for from the global macra point of view. I sometimes trade thin when there's less conviction. And so i do think that has played a role. Means, over all, other watching at least marked liquidity within the treasury market.
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