Eurodollar University It's STARTING! Global Bank Liquidity Is Drying Up FAST
Nov 28, 2023
The podcast discusses the hoarding of liquidity by banks worldwide, the role of the foreign repo pool in managing US dollar liabilities, the decline in balance sheet supply and dollar squeeze in the euro dollar system, the decrease in treasuries and rising cash in the US banking system, and the liquidity shortage and defensive behavior in the global banking system.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Significance of the Foreign Repo Pool in Managing US Dollar Liabilities
02:02 • 6min
Decline in Balance Sheet Supply, Dollar Squeeze, and Foreign Repo Pool Surge
07:57 • 4min
Decreasing Treasuries, Proactive Measures, and Rising Cash: Analyzing Liquidity Worries
12:10 • 2min
Liquidity Drying Up and Banks' Defensive Behavior
14:33 • 3min