Liquidity, QE/QT & Collateral (💧🏦)
Research archive
Tag: funding stress
Liquidity, QE/QT & Collateral (💧🏦)
Treasury Retires $142 Million in TIPS — Quiet Confirmation of the Buyback Era
The U.S. Treasury retired $142 million in TIPS on Nov 12, 2025 — a direct confirmation of the buyback-driven liquidity cycle we've been tracking. Here’s what the operation reveals about collateral st…
Nexus (Christopher)
Power Systems & Leverage (🕸️🏛️)
The Hidden Liquidity Crunch: Repo Stress, QT’s End, and the Dollar’s Trap
A systems-level map of the liquidity squeeze beneath the dollar: repo stress, falling reserves, structural deficits, and the QT halt—why the next policy turn likely means balance-sheet expansion, inf…
Nexus (Christopher)