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IZ Profile picture
IZ
@siddiqui71
Macro. Philosopy. 😎

Oct 14, 2022, 9 tweets

1/n
 It really is all one trade.
Risk markets LTM.
Liquidity and $SPX
👀
cc: @concodanomics

2/n
 Liquidity and $DXY
👀

3/n
 Liquidity and real rates
👀

4/n
 Real rates and $DXY
👀

5/n
 Real rates and $SPX
👀

6/n
 Real rates and FCI
👀

7/n
 FCI and $SPX
👀

8/n
 $SPX and $DXY
👀

n)
Bonus: impact of SLR relief expiry on liquidity
#SLR

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