Future of Bank Lending
Zoltan discusses the evolving landscape of bank lending, emphasizing a shift towards purchasing treasury securities and mortgage-backed securities. With weak loan demand, banks are incentivized to utilize a standing repo facility, creating a stable funding source for government projects. This new approach could reshape how infrastructure is financed, moving from traditional loans to a system reliant on government borrowing and deposits.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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