CrossBorder Capital
@crossbordercap
Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
capitalwars.substack.com/p/global-liqui…
Why Monitoring Global Liquidity Is So Important capitalwars.substack.com
Thanks to @pahueg for this interview
This is my episode with @crossbordercap We discuss: -How are in the late innings of the liquidity cycle -How policymakers are trying to prolong it -How exactly a weakening dollar boosts global liquidity -Why stablecoins are not eurodollars -How they threaten bank credit…
This is my episode with @crossbordercap We discuss: -How are in the late innings of the liquidity cycle -How policymakers are trying to prolong it -How exactly a weakening dollar boosts global liquidity -Why stablecoins are not eurodollars -How they threaten bank credit…
Big win for #UK... great to see them on top again even if this is inflation rates! World-beating 🇬🇧
New 'Capital Wars' Substack capitalwars.substack.com/p/flash-weekly…
Many repos are 28d, some 14d some 7d
why 28 days and not 21 days?
Actual #China #Liquidity data....
@crossbordercap is this legit?
One of the best this year! @fejau_inc @DavidBeckworth Wonkish but wise! Fiscal dominance (monetary inflation) is here. Just ask $BTC
Truly great interview with one of my favorite macro podcast hosts and PhD economists out there, @DavidBeckworth We go very deep into the nuances of what fiscal dominance actually means and what it could look like when we get there. Highly recommend this episode!
Latest 'Capital Wars' Substack capitalwars.substack.com/p/crescendo
Great taxonomy in latest @DavidBeckworth pod. 'Monetary Inflation' is the better description of what is going on and role of TBill issuance key, but this really nails it! Spoiler= stage #3 close..
The #liquidity message going global. Capital Wars in #China?
Latest 'Capital Wars' Substack open.substack.com/pub/capitalwar…
‘Risk On’ For Now open.substack.com/pub/capitalwar…
Probably not since it's structural, but that's how the #Fed has historically responded
Rate cuts don’t help this.
This appears to be a sudden demand for #liquidity thru' SRF. We have seen this before, but it suggests repo liquidity tightening, banks may not have capacity and so #Fed marginal supplier. If this trend continues, rate cuts are coming...fast
Lets read something about US #liquidity into this, but probably not too much given holiday.... adds to the rate cut debate
Lets read something about US #liquidity into this, but probably not too much given holiday.... adds to the rate cut debate
Latest 'Capital Wars' Substack open.substack.com/pub/capitalwar…
The Zags and Zigs Of Chinese Liquidity open.substack.com/pub/capitalwar…