Recent repo spikes
are warning of another Crisis, but not a
guarantee of one. Markets
are becoming illiquid.
Despite FOMC rate cut in
September, policy needs
to focus far more on
balance sheet expansion,
i.e. QE. This will push
bond term premia higher.act@liquidity.com for report pic.twitter.com/xVAgQyT35r— CrossBorder Capital/ GLIndexes (@crossbordercap) September 22, 2019
EM liquidity slumps again in August despite strong rebound in Global Liquidity data
Cross-border capital flows weaken widely across China and Other EM with US$89 billion quitting in August..Em Squeezed !
act@liquidity.com for reports at special price in sept pic.twitter.com/s4XPoAjKFh— CrossBorder Capital/ GLIndexes (@crossbordercap) September 22, 2019
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