End of an Era
Zoltan discusses the current state of the banking system, highlighting the abundance of cash and the anticipated shift towards a more controlled financial environment. He suggests that the era of spectacular spread blowouts may be over, as new facilities in the repo market create a more stable framework. Tracy echoes this sentiment, noting the potential for new risks to emerge in this evolving system.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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