
MacroDispatch
@Macrodispatch
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Data & Charts = Bread & Butter Building The Macro Puzzle Data Point by Data Point Just following my curiosity! Formely Macrohive,The Macro Compass,StoneX
Joined February 2023
[REPO - STIR Interactive]. Ever Wondered If Everything is Okey in the repo Market?. Me and @Analystlearner have done a deep dive in the and came up with a @streamlit application to monitor repo on an ongoing basis. Latter will published a thread and link
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RT @conksresearch: if you're measuring bond market liquidity using Bloomberg's index, you're ngmi
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One more banger from jay!. As always listen đź‘‚ and read closely.
Why it matters:. Repo is the backbone of Treasury market functioning, hedge fund leverage, and monetary policy transmission. But even basic facts, like the total size of the market, haven’t had clear answers. This note helps fill that gap.
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RT @mtkonczal: I'm not going to bother trying to explain this one, if you've read this far you probably get it, but notable pick-up in the….
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This will be fire!.
All the guests are up for our live Odd Lots on June 26th. Click the link in the next post come see me, @tracyalloway, @RealJimChanos, Bob Brackett, Charlie McElligot, Josh Younger @Emily_Sundberg, @IraFJersey, Nellie Liang and possibly one more surprise name.
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Read this, read it again, and thank Jay!. Summarize the misconception of the most liquid and misconceived market out there!. Mostly because of how low visibility was and proving theories right or wrong was a theoretical debate just a couple of years ago!. Thanks, OFR!.F* Big.
Reality: This one has been debunked a good bit now by myself and others. Volumes in futures in early April were essentially flat.
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RT @jstatistic: 6. Misconception: The basis trade played a big role in Treasury movements in early April.
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