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Dollar Liquidity Turmoil Returns With First Oversubscribed Term Repo In A Month, $99.9 Billion Liquidity Injection

Dollar Liquidity Turmoil Returns With First Oversubscribed Term Repo In A Month, $99.9 Billion Liquidity Injection This was not supposed to happen. After the Fed rolled out the big artillery in response to the sharp, sudden mid-September funding squeeze (which we now know had virtually nothing to do with last month’s tax payments or other one-time events […]

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The Fed Created The Everything Bubble And A Liquidity Crisis – What Happens Next?

The Fed Created The Everything Bubble And A Liquidity Crisis – What Happens Next? It’s an interesting dynamic that the Federal Reserve has conjured in the decade after the 2008 credit crash. They spent several years using artificial stimulus measures to inflate perhaps the largest financial bubble in the history of the US, and then […]

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Economic Contagion? Central Banks Are The Real Culprit

Economic Contagion? Central Banks Are The Real Culprit The mainstream news has been awash lately in talk over the danger of economic “contagion,” primarily due to lack of dollar liquidity in emerging markets. This lack of liquidity is being pegged as a trigger for instability in stocks, bonds and forex markets around the world, and […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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