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Curve Inversion Warning Confirmed by TriParty Repo Collateral [Eurodollar University, Ep. 205]
The US Treasury yield curve has inverted, strongly implying economic weakness and likely US recession. But can we identify purely monetary (i.e. non-economic) reasons for the inversion? Yes! Like tri-party repurchase agreements.
----EP. 205 REFERENCES----
There Is An Absolutely Solid Collateral Case For What’s Driving Curve Inversion(s) [Part 2]: https://bit.ly/3N4BY3y
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7
-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
----HEAR ALL…
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