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Trump on Fed's Powell: We have to fight this guy.

Trump: We'll probably just extend short-term debt.

All debt purchases by credit providers rep 'monetization' ...banks love bills!

Will Stable Coins And The GENIUS Act Cause The Fed To Change The US Monetary Framework And Crater Fed Liquidity? open.substack.com/pub/capitalwar…

Latest 'Capital Wars' Substack open.substack.com/pub/capitalwar…

Asset allocation advice? George Noble Grant Williams Maggie Lake Adam Taggart

Not refinancing risk per se, but major interest rate and inflation risk

Latest 'Capital Wars' Substack capitalwars.substack.com/p/the-final-la…

Victory for #UKLabour!! Chancellor #RachelReevesMP easily bests #LizTruss: #gilt market now truly running scared... almost a whopping 100bp added to term premia

The Zags and Zigs Of Chinese Liquidity open.substack.com/pub/capitalwar…

Latest 'Capital Wars' Substack open.substack.com/pub/capitalwar…

Lets read something about US #liquidity into this, but probably not too much given holiday.... adds to the rate cut debate

This appears to be a sudden demand for #liquidity thru' SRF. We have seen this before, but it suggests repo liquidity tightening, banks may not have capacity and so #Fed marginal supplier. If this trend continues, rate cuts are coming...fast

Probably not since it's structural, but that's how the #Fed has historically responded

So much for the #recession!

‘Risk On’ For Now open.substack.com/pub/capitalwar…

Latest 'Capital Wars' Substack open.substack.com/pub/capitalwar…