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Emil Kalinowski On Reverse Repo, FED, Money Market Funds, Shadow Money, Banks, Risk, Debt (RCS 197)
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Interview original date: October 5th, 2021
Topics- What has happened with reverse repo, FED as a counterparty? Publicly accepted narrative that the money market funds have a surplus of deposits that they may as well place in the FED. Collateral, return, monetary shadows, Janet Yellen, FEDwire, February 24th 2021, reverse repo chart, monetary disturbances, risk appetite, inflation, real economy, speculation, M2, money coming into the system, investing long/borrowing short. Counterparty risk, dollar liabilities, bank reserves, balance sheets, commercial banking system, collective decision to take less risk. BIS, banking crisis, US repo, Eurodollar system, systemic risk, global risk. Evergrande, Chinese government, reducing the amount of overall debt in the system, real estate market. Russell Napier, 5 ways of reducing debt: growth, austerity, default, hyperinflation and financial repression. Beijing, Xi Jinping, deflationary wipeout, social/political upheaval, price controls. Public and private debt, recurring and non-recurring costs, WWII, marketing costs, rent, payroll, benefits, social security, welfare. Lacy Hunt, government spending, debt levels.
Topics- What has happened with reverse repo, FED as a counterparty? Publicly accepted narrative that the money market funds have a surplus of deposits that they may as well place in the FED. Collateral, return, monetary shadows, Janet Yellen, FEDwire, February 24th 2021, reverse repo chart, monetary disturbances, risk appetite, inflation, real economy, speculation, M2, money coming into the system, investing long/borrowing short. Counterparty risk, dollar liabilities, bank reserves, balance sheets, commercial banking system, collective decision to take less risk. BIS, banking crisis, US repo, Eurodollar system, systemic risk, global risk. Evergrande, Chinese government, reducing the amount of overall debt in the system, real estate market. Russell Napier, 5 ways of reducing debt: growth, austerity, default, hyperinflation and financial repression. Beijing, Xi Jinping, deflationary wipeout, social/political upheaval, price controls. Public and private debt, recurring and non-recurring costs, WWII, marketing costs, rent, payroll, benefits, social security, welfare. Lacy Hunt, government spending, debt levels.
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