Liquidity Dynamics
Banks are currently optimizing their liquidity portfolios amidst a challenging environment, where yields are low and opportunities are scarce. With the repo and FX swap markets underperforming, banks are increasingly turning to treasury securities as a reliable investment. The influx of treasury purchases during the pandemic has positioned the US government favorably, as banks seek higher yields in a tight liquidity landscape.In this clip
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Odd Lots
Zoltan Pozsar on What’s Going on in Rates Markets Right Now
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