CrossBorder Capital
@crossbordercap
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Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
London
Joined June 2009
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Victory for #UKLabour!! Chancellor #RachelReevesMP easily bests #LizTruss: #gilt market now truly running scared. almost a whopping 100bp added to term premia
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Not refinancing risk per se, but major interest rate and inflation risk.
@darioperkins @dampedspring @crossbordercap @fejau_inc Ok but my understanding is government controls short term rates? So refinancing in bills would be at that same Fed set rate? So then what would be the refinance risk?.
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Will Stable Coins And The GENIUS Act Cause The Fed To Change The US Monetary Framework And Crater Fed Liquidity?
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All debt purchases by credit providers rep 'monetization' . banks love bills!.
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Dust-off your copy of Milton Friedman. .
@dampedspring @crossbordercap @fejau_inc What are the limits to issuing short term debt? What would happen if 100% debt is short term?.
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Fun to catch up w/ @gnoble79 and talk about what you do when noboby knows nothing. Full Talking Markets intvw on YT and Stack. Links pinned.
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Extended by 'Treasury QE'.
@crossbordercap @ttmygh @fleckcap mate, still expecting liquidity to turn negative late 2025? Or can we dance a bit longer? I am super close to the door in any case.
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RT @ysl_mask: @crossbordercap @ttmygh @fleckcap mate, still expecting liquidity to turn negative late 2025? Or can we dance a bit longer? I….
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1/ The latest premium edition of The End Game is now available to all subscribers at Join @fleckcap and me for another fantastic discussion with Harley Bassman (@ConvexityMaven) about bond markets, debt and the possibility of a good outcome.
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Unmissable! More wisdom here than you will get from #WallStreet brokers @maxwiethe @JackFarley96 @profplum99.
OUT NOW - @profplum99 joined Monetary Matters to discuss:. -Market strength vs. economic weakness.-The passive endgame.-US consumer weakness.-Inflation, Fed predictions, & bond markets. Youtube Spotify Apple
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Great discussion @fejau_inc.
Our roundup from live at Monetarium 2 in DC is live!. Thanks for having us @reserveprotocol.
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