Q&A #205
@koljoneninvest8723: What would need to happen for credit impulse to slow down materially? @Albertletoride-hz7oj: What do you think of the MOVE index as a proxy for repo health and money circulation ? @jpcbrasil: hi Jeff, I am JC from Brasil. Where can we get SOFR term and futures? Tradingview? @ianrayner7522: Hi Jeff. I am confused about "term SOFR" vs. "SOFR futures". In recent YT video you show term SOFR declining. SOFR futures seem to be implying rising rates. Help me understand the difference. @TheClanBuchanan: Good evening from the UK, Jeff. Ironically or not, am sat here reading Edward Chancellor’s ‘The Price of Time’. @pnice494: Thoughts on AI spending, build outs and will the investments be stable or could it go the way of private credit? @TheClanBuchanan: What do you think are key risks on the global credit markets of the seemingly inexorable climb in the Japanese 10 year bond yield? @TJ25-c9b: Thoughts on the long term bond market once everything pans out? TIPS market showing inflation will go down even though it’s inflated on the short term causing stagflation concerns currently
