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US GC repo market is celebrating the Lehman anniversary with a nice spike that seems to extend today. On the upside, repo becomes interesting again bloomberg.com/news/articles/… 
yes!!! also let's not exaggerate, the Lehman triggered run on repo was funding chaos, this is not.
also, if anyone has the report on repo squeezes by Mark Cabana, please have mercy on a poor academic daniela.gabor at uwe.ac.uk
you all know the repo squeeze and the Fed response means you should be reading your latest Pozsar, who must be having a great 'I told you so' day
well well, turns out USD 75 billion is not enough
sponsored repos is a pretty euphemism for 'we'll allow banks/broker-dealers' to circumvent Basel III rules
last week, I was imploring @izakaminska to make repo great again @FTAlphaville - thanks structural factors and oil for lending a hand
Questions I have after reading Pozsar:
1. Is a safe dollar assets glut the same as a global asset glut?
2. How did we shift from excess reserves to excess collateral regime (too many USTs that need be financed)?
1. Is a safe dollar assets glut the same as a global asset glut?
2. How did we shift from excess reserves to excess collateral regime (too many USTs that need be financed)?
3. How could US have a shortage of reserves, shortage of collateral regime before 2008? I have a theory about intra-day triparty mechanics, but it's too simple.
this is monetary geek heaven @i_aldasoro
you were right @izakaminska
