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"What this is about is the** greatest rip-off in history**... The truth is that depressions are not normal, they are contrived. The truth is that nations don't need a national debt." — Narrator, Opening Monologue [00:04]
"Mayer Rothschild soon learned that loaning money to governments and kings was more profitable than loaning to private individuals. Not only…
#StanDruckenmiller #ScottBessent #KevinWarsch
#Fed #KevinWarsh #RonLauder
The repo market experienced notable but expected upward rate pressures over 2025 year-end, but overall money market conditions were orderly. More: https://nyfed.org/3LDy4D1
Demystifying the Repo Market | A deep dive into the "base layer" of repo | Primers | #Fed #MoneyMarkets #Repo
Perspectives? | FT - Whose fault is fiscal dominance? Monetisation and its discontents by Robert Armstrong | Src : 🔗Albert Edwards
"U.S. Treasuries long carried a “convenience yield” – a premium investors paid for the liquidity and safety of dollar assets compared with other high quality sovereign bonds."
"Over the past decade, that gap has evaporated, shrinking from nearly 80 bps to roughly 0 when adjusting German bund and Japanese government bond yields hedged back into dollars using maturity-matched cross currency…