Real Vision: Finance & Investing Steno's Signals: Liquidity Will Soon Be Drier than a Martini
10 snips
May 21, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 1min
The Liquidity Outlook Is Worse in the US
01:23 • 2min
JP Morgan's Purchase of First Republic Bank
03:52 • 3min
JP Morgan's Loss Share Deal With First Republic Bank
06:34 • 3min
The Liquidity Outlook for First Republic Bank
09:58 • 1min
The US Treasury Is Now Closing in on the So-Called Crossover Date
11:15 • 2min
The US Treasury's Liquidity Profile Looks Bad for the Next Three, Four Months
12:59 • 2min
The Fed's Update on Liquidity
14:34 • 2min
Liquidity in Europe Is Expected to Shrink by the End of June
16:15 • 2min
The Fragmentation Trade in Europe
17:48 • 2min
The German DAX Index and the European Equity Index
19:32 • 1min
The Global Liquidity Trends
21:01 • 2min
Global Liquidity to Succeed
22:54 • 2min
The Future of Bonds in the US
24:26 • 2min
The Waller Rule and the Fed's Liquidity Target
25:58 • 2min
The US Dollar's Liquidity Shrinkage
28:01 • 2min
Can the US Treasury Primarily Issue Bills to Replenish the TGA?
29:46 • 3min