Liquidity, QE/QT & Collateral (💧🏦)
The GENIUS Act and the Stablecoin State: How Private...
The GENIUS Act didn’t just “regulate crypto.” It formalized a new payments ra...
Repo Usage Is Expanding Again
Overnight repo operations have shifted from dormant to persistent over the pa...
The 10-Year Treasury Pattern and the Return of Repo ...
The 10-Year Treasury has repeatedly stalled near long-cycle resistance while ...
Orderly Stress: Why Repo Stability Is Masking Deeper...
Repo markets remain orderly even as settlement fails and benchmark collateral...
Treasury Buyback Confirms the New Liquidity Regime
Treasury retires $12.5B in debt in a single buyback operation, confirming the...
December 10, 2025: QT Ends, QE-Lite Begins
The Fed cut rates by 25 bps, acknowledged rising downside risks to employment...
GoGoGadget 10-Year: Why Yields Are Rising Into Rate ...
The U.S. 10-year just broke above the 4.15% zone even as futures price a near...
Did Jerome Powell Plan a $45 Billion T-Bill Buying P...
A fully sourced investigation into whether the Federal Reserve planned a $45B...
The Day QT Died and QE Began: December 1, 2025 — The...
QT officially ended on December 1, 2025 — but the real story happened in the ...
Treasury Retires $142 Million in TIPS — Quiet Confir...
The U.S. Treasury retired $142 million in TIPS on Nov 12, 2025 — a direct con...
The Quiet Repo Surge: $14.75B SRF Tap + $30B Liquidi...
In three trading days, the Fed silently pushed nearly $45B through the repo w...
The Pivot Is Here: Rate Cuts, QT Ending, and the Set...
The Federal Reserve cut rates to 3.75%–4.00% and scheduled the end of QT for ...
Fed Cuts Again, Tees Up the End of QT — Exactly as I...
The Federal Reserve just delivered its second rate cut of the year and signal...
QT Is Over: The System Just Crossed Its Reserve Floor
The liquidity cycle has flipped. QT exhausted the reserve buffer, pushing the...
Era of Easy Money Ends – How Declining Liquidity Is ...
Central banks are pulling back trillions in liquidity after years of easy mon...
The Calm Before the Liquidity Storm
After Powell’s quiet remarks in Philadelphia about ending Quantitative Tighte...
🚨 The Fed Just Tapped the MBS Repo Valve — Why That...
The Federal Reserve quietly conducted nearly $9 billion in mortgage-backed re...
