Weekly Recap #129
Repo more mess. SOFR up. CPI not. More shadow woes. Does this end QT? Do we care? Gold corrects. Silver still unsqueezing. WTI back to contango. Banks derisk. Japan’s CPI rice.
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Repo more mess. SOFR up. CPI not. More shadow woes. Does this end QT? Do we care? Gold corrects. Silver still unsqueezing. WTI back to contango. Banks derisk. Japan’s CPI rice.