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@Barton_options @mattmcconnell44 @ScottSkyrm @Stimpyz1 @GHBurnsCFA @RaoulGMI Agreed..then expands $XLF balances sheets..bar 4 mkt. collateral damage for that has 2 be very high vs. just as an insurance policy (PDs) for $JPM to know that when stress/real live bullets fly..someone will b able to actually buy hundreds of billions of Bills 4 cash in an hour.
@Barton_options @mattmcconnell44 @ScottSkyrm @Stimpyz1 @GHBurnsCFA @RaoulGMI Resolution Planning liquidity (“Living Will”) most binding & calls 4 scenario in which..Intra Day Funding needed on moments notice & based on cumulative $DXY needs which is higher bar.. the big banks view this as a real risk in Stress & don’t want to compromise their liquidity.
@Barton_options @mattmcconnell44 @ScottSkyrm @Stimpyz1 @GHBurnsCFA @RaoulGMI If the Counterparty list is increased beyond PDs...we r in big big trouble... Real all out QE starts all over post Collateral Damage... rates crash faster than a speeding bullet.. & guess where $TLT & $DXY end up in that deflationary scenerio? Yup u guessed it..much much higher.
