Money, Banks and Bases

  1. Schrödinger’s Cat and LCLoR, July 14, 2023
  2. Fiscal Policy, QT and LCLoR, July 24, 2023
  3. M2 and the Fiscal Slingshot, August 11, 2023
  4. M2 and QT Under the Hood, September 3, 2023
  5. The Great Refill, December 13, 2023
  6. Shipping Lanes and o/n Repo, December 18, 2023
  7. LCLoR and o/n Repo Pressures, January 1, 2024
  8. The FRBNY’s Turn to Pivot, January 7, 2024
  9. Countdown to QE5, January 28, 2024
  10. On NYCB’s Liquidity Position, February 11, 2024
  11. Repo Rates an Octave Lower, February 28, 2024
  12. Reshuffling the Deck, March 15, 2024
  13. A New CIO Gets to Work, March 26, 2024
  14. Another One Bites the Dust, April 28, 2024
  15. Repo and the Fed in a Corner, July 19, 2024
  16. Repo and Dudley’s Pivot, July 28, 2024
  17. The End of Data Dependence, August 4, 2024
  18. Repo and a Glass of Porto, October 2, 2024
  19. Trump and Financial Realpolitik, October 23, 2024
  20. Whatever It Takes, October 31, 2024
  21. Cheating on Cinderella, December 18, 2024
  22. Going DOGE on the Plumbing, January 13, 2025
  23. Gilded QE, January 15, 2025
  24. The Century Bond, January 20, 2025
  25. Interstate Buybacks, FX Swaps and Eurodollars, January 30, 2025
  26. Don’t Fight Secretary Bessent, February 7, 2025
  27. Gold Revaluation and the Law, February 18, 2025
  28. Tariffs, Repo and Swaps, March 5, 2025