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@MacroMorning $JPM + $BAC still hung with > $1/2 Trillion Fed Funds Sold/RevRepo Loans in 3Q19. What happens 2 distribution of reserves within system when they check out? Despite Fed Repo + QE4 Blunt Hose..still within context of GSIB Score choke down, SCB, CLAR, RLAP etc. $TLT
$DXY funding shortages are a structural issue....that involves the trade off between $XLF bank safety (regulations) & liquidity deployment in a supposedly “Ample Reserve Regime” QE Floor System that doesn’t have a reverse gear. $TLT 
