Q&A #150

Is the SLR exemption a form of QE? Is demand for Treasuries running out? What is the biggest macro risk facing the world? Is there trouble brewing in Hong Kong? Does New World missing payments threaten more than the city banking system? How would we know? Will more dollar shortage keep LT Treasuries selling off? How do swap contract holders measure performance of swaps? Inflation, hyperinflation, or deflation? Why isn’t there massive curve inversion right now? Does JGB market goes bust? Why are people skeptical of offshore dollar creation? What’s happening on Beveridge?

WATCH HERE

Next
Next

Weekly Recap #109