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Weekly Commentary: Repo Madness: Q3 2023 Z 1

Weekly Commentary: Repo Madness: Q3 2023 Z 1
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Weekly Commentary: New Cycle Realities

Years of unprecedented monetary inflation created false realities. UK’s Barclays Bank CDS jumped 11 to 147 bps, the high back to July 2013.

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Weekly Commentary: Inaugural Squeeze

Risk off had attained powerful momentum globally back in July. De-risking/deleveraging dynamics were increasingly fomenting illiquidity, contagion and instability across global markets.

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Weekly Commentary: Global Crisis Dynamics Update

CPI was up 9.1% y-o-y in June, the highest rate, as we all know by now, since 1981. Read more.

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