Eurodollar University

HOLY SH*T! The Collateral Markets Are Starting to Freeze

Oct 3, 2023
The podcast discusses warning signs in the Eurodollar collateral system, focusing on Japanese government bills and Italian government bonds. It explores the impact of the Eurodollar system on Italian bonds and the collateral shortage in Italy. The movement in Japanese bill yields is analyzed as a potential indicator of collateral strain. The revaluation of Italian bonds may cause strain in collateral markets and affect US dollar funding. The podcast also explores the connection between the energy crisis and warning signs in collateral markets.
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