, 8 tweets, 11 min read

Repo Market size: $5T

US Bank holdings of interest rate derivatives: $210T

(Goldman: $42.2T; JPM $39.5T; CITI $34.4T; etc)

Understand where this is going now that Fed has collapsed Money Supply for > 2.5 years.

zerohedge.com/markets/fed-in… #fintwit #gold @LouDobbs @MacroMorning
@LouDobbs @MacroMorning Now that the #Fed has collapsed Money Supply, it will print $Trillions upon $Trillions to try to control interest rates - & it will fail.

The long bond holders will be hammered both on yield as well as by currency debasement.

zerohedge.com/economics/worl… #fintwit #gold
@LouDobbs @MacroMorning US banks hold $210T of interest rate Derivatives on their books.

As #Fed tightens (which it has for >2.5 years) after a decade of loose money, these rate bets become destabilized.

" why are banks still so desperate for liquidity...?"

$210T... scale.

@LouDobbs @MacroMorning US banks hold $210T of interest rate Derivatives on books.

#Fed tightens (which it has for >2.5 years) post decade of loose money, it destabilizes these rate bets.

" why are banks still so desperate for liquidity...?"

$210T... scale.

zerohedge.com/markets/feds-s… #fintwit #gold
@LouDobbs @MacroMorning Days of $1T+ repo purchases by #Fed coming as cash shortage scales due to leverage in financial mkts.

$210T rate derivatives held by banks alone.

You break it, you own it.

#fintwit #gold
@LouDobbs @MacroMorning #Fed blows multi-decade credit bubble incl 8 year ZIRP post-2008.

Fed collapses Money Supply fr Q1 2017; cash shortage spikes int. rates.

Cash run trips derivatives mkt; spikes cash demand.

Fed prints 10s trillions USD.

Real asset run.

#fintwit #gold
@LouDobbs @MacroMorning Prolonged Fed tightening of Money Supply trips non-linear cash demand.

(Effective Fed Funds Rate - Interest on Excess Reserves) & Repo Mkt show cash demand spike.

#Fintwit #Gold

@ForexStopHunter @KennedyFinance @TFMetals

EFF-IOER: bank cash run:
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