Eurodollar University OH SH*T: Is the Treasury Market Signaling a Financial Crisis?!
Dec 15, 2024
The podcast dives into the surging demand for Treasury bills and the implications of recent auction volatility. It sheds light on the crucial role of collateral and calls for more transparency in financial systems. The discussion also highlights signals from the treasury market, including the effects of collateral shortages and the rising U.S. dollar. The yield curve and interest rate swaps are examined, alongside potential fiscal expansions in the Chinese banking sector, inviting listeners to consider the financial landscape's complexities.
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