The Secret $15 Trillion Asset Shaping The Global - a podcast by Jeff Snider, Emil Kalinowski

from 2023-10-26T07:00

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#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
We've been getting major collateral warnings from all over the place recently. Financial collateral is the lifeblood of the global monetary system. That makes it incredibly important yet few have ever stopped to ponder how it all works and fits together; including central bankers. Collateral sufficiency means everything but it doesn't necessarily mean supply of Treasuries. Vastly more important is the circulation - the reusing - of all kinds of collateral. In this video, we're going to examine why that is starting from what it means. 

Eurodollar University's Money & Macro Analysis

Governor Jeremy C. Stein
Overheating in Credit Markets: Origins, Measurement, and Policy Responses
https://www.federalreserve.gov/newsevents/speech/stein20130207a.htm

JP Morgan Chase Q2 '23 10-Q
https://www.sec.gov/Archives/edgar/data/19617/000001961723000432/jpm-20230630.htm

IOSCO/CPSS: SECURITIES LENDING TRANSACTIONS: MARKET DEVELOPMENT AND IMPLICATIONS
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

FRBNY Guide to FR2004 Settlement Fails Data
https://www.newyorkfed.org/markets/pridealers_failsprimer.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

Further episodes of Eurodollar University

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Website of Jeff Snider, Emil Kalinowski