Eurodollar University The Global Repo Market is Starting to Explode (does This Mean a GFC is Near?)
Jul 30, 2024
The podcast dives into the surging repo market, with the Federal Reserve's foreign repo pool hitting unprecedented levels. It highlights how primary dealers are stockpiling collateral, drawing parallels to the March 2020 financial environment. The discussion also touches on the strength of the dollar impacting global currencies, particularly in emerging markets facing recession fears. Additionally, significant shifts in bond markets, including yield declines and banking liquidity challenges, raise red flags about potential financial distress.
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