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The Fed's Global Put: Part II
a multitude of catalysts could bring an end to QT
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Conks
9
Money Market Update
as the Fed Funds market remains "undead", large demand for repos pushes SOFR higher. meanwhile, the cutting cycle begins, with "too many" cuts priced…
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Conks
6
The Fed's Global Put: Part I
the U.S. central bank's global dollar backstop and the end of QT
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Conks
14
Money Market Update
as Fed rate cuts loom, secured dollar funding volumes hit all-time highs, while our new money market stress monitor shows little signs of scarce…
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Conks
7

August 2024

The Repo Market Dislocation: Part II
the Fed's major rates benchmark is growing volatile
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Conks
18
The Repo Market Dislocation: Part I
key money market rates are about to be altered
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Conks
9
The Great Flattening
the global regulatory complex has declared war on rate spikes
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Conks
11

July 2024

Infographics: Bank "Window Dressing"
how large (mostly non-U.S.) banks game post-crisis regulations
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Conks
2
Infographics: The U.S. Treasury Cash Market
a detailed overview of the flows involved in the secondary U.S. treasury market
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Conks
2
Infographics: The Mechanics of the Fed's RRP Facility
the mechanics of the Fed's reverse repo (RRP) facility, plus the Fed's repo hierarchy, in dark and light mode
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Conks
2
Infographics: The Market For Intraday Megabank Liquidity
how large banks use the federal home loan banks (FHLBs) to satisfy intraday liquidity requirements mandated by the Fed and Basel III
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Conks

June 2024

The Central Bank "Pledgening"
Wall Street and the Fed are about to grow more interlinked
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Conks
17
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