The TGA question, dollar liquidity and a Machiavellian “conspiracy theory”.
Category: dollar
Participation Is ‘Voluntary’
“…the markets are in the mood to try to be happy”.
Bewildered.
Of “absurd” behavior and ongoing “cross currents”.
Objects In Motion
“Reality” is what you make it.
Carte Blanche.
“The mood remains ‘risk on'”.
Dollars, Defiance And Democracy
“I can’t think of any market crash brought on by civil unrest”.
2018 Flashbacks And Upside Down Bond Market Dynamics
“We hold the opposite view”.
‘Barely Legal’
Dollars, dictators, Debbie downers and determined Democrats.
‘The Fed Will Likely Monetize The Entire Stimulus Delivered By Congress’ (And Making The Covert, Overt)
“These are administered markets.”
The World Desperately Needs More Dollars. And The IMF Knows It.
The swap lines aren’t enough. And neither is the foreign repo facility.
Relatively Speaking.
“It’s hard to get a straight answer from anyone right now”.
Fingers Crossed.
A somewhat inauspicious start.
This Is ‘The End Game Of The Great Debt Super Cycle’ And Scott Minerd Sees Just One Way Out
“We are experiencing the end game of the great debt super cycle”.
Have We Seen The Worst Of The Dollar Delirium? Asking For The Entire World
One more time: It’s much safer out there when the dollar isn’t going vertical.
Is It Over Yet?
“We’d just as soon it could be over”.
Just ‘Trying To Go Up’.
“Markets are all over the place at the moment – and currently trying to go up”.
The Premise That Nothing Bad Happens
“So what happens next?”
Mar-A-Lago Accord, Untradeable FX And The Dangers Of Shutting Markets
“FX remains untradeable”.
‘A Massive Margin Call On The Whole Financial Asset Rally Since 2010’
“The moves smack of massive de-leveraging and a run into dollar cash”.
As Crisis Swap Lines Tapped, Zoltan Pozsar Says ‘The New Shadow Banking System’ Needs A Backstop
“Carry makes the world go round and central banks will have to backstop the shadow banking system – yet again.”
It’s Not Enough. It’s Just Not Enough.
The situation is fluid.
Nomura’s McElligott: We’re Seeing ‘Nervous Dollar Hoarding Demand’
“…USD funding pressure continues to mount despite the positive optics of the coordinated global CB FX swap line actions”.
Whac-A-Mole! Fed Faces Nightmare As Libor, Cross-Currency Basis Blow Out, CP Market ‘Frozen’
Stress, pressure, strain – pick your descriptor.
All In. Limit Down.
“The Fed has likely fired off its last bazooka.”
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