Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Slowdown in Banks Buying Treasuries
01:39 • 3min
The Fed's Decline in Deposits
04:56 • 3min
The Future of the Fed's Balance Sheet
07:30 • 4min
The Fed's Standing Repo Facility
11:05 • 2min
The Fragility of the US Treasury Market in the Post 2020 Era
13:28 • 4min
The Fed's Strategy for Buying Treasuries
17:36 • 4min
The US Treasury Department Issues New Treasury Securities
21:59 • 3min
The End of Bank Earning Calls
24:29 • 5min
The Fed's Special Data Series on Hedge Funds
29:11 • 3min
The Common Equity Tier Ratios Mandared by Boswell
32:02 • 3min
The Banks' Balance Sheet Future
34:41 • 2min
Bank Stocks Are Going to Get Wracked
36:29 • 4min
The Effect of Deposit Rates on Bank Margins
40:10 • 2min
The Fed's Maturity Profile for QT
42:17 • 4min
The Federal Reserve's Challenge With Mortgage Backed Securities
45:49 • 5min
The Fed's Estimate of Mortgage Users Paying Down About $25 Billion a Month Going Forward
50:37 • 2min
The Effect of the Fed's Call for Mortgages
52:21 • 4min
Netflix's Down 25% After Earnings
56:30 • 3min
The Resilience of the Equity Market
59:17 • 4min