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Unusual Whales Pod #11: 2.6% GDP, the American economy at large, and risks in the Treasury market

Unusual Whales

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Dollar Squeeze - Is There a Dollar Shortage?

The fed is hiking steeply twos at 4.2 percent us dollars should be appreciating against other effects it's becoming more valuable feds willing to supply virtually unlimited US dollar via its swap line so US dollar shortages are very unlikely. People often confuse the spot dollar and dollar funding now the spot dollar from what I see is often driven by interest rate different shows and geopolitical risk when you're talking about dollar shortage I interpret that to mean let's say you have you want to roll over a dollar loan you need dollar funding but you really can't get it at any price or unless or like crazy prices.

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