

Fed's Reverse Repo Levels Are Plummeting—Should We Be Concerned?
Sep 18, 2024
Chris MacIntosh, co-founder of an online investment community, and Lyn Alden, a renowned financial analyst, delve into the plummeting levels of the Fed's reverse repo facility. They discuss the implications for market behavior and potential rate cuts. The duo breaks down misconceptions about bank liquidity, the complex relationship between reserves and stock market performance, and factors driving market cash flow. They also explore the intricacies of parallel banking systems and their global impact on dollar credit.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Understanding Reverse Repos and Bank Liquidity
02:25 • 12min
Navigating Financial Interconnections and Market Impacts
14:08 • 2min
The Paradox of Decreasing Reserves and Rising Stock Market
16:36 • 3min
Exploring Sources of Market Cash Flow
19:10 • 2min
Navigating Parallel Banking Systems
20:48 • 8min