Repo Market
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Repo Is Back: Late-2025 Looks Like Late-2019
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Published Dec 29, 2025
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The Silent War-Chest: Why the Fed & Treasury Are Hoarding Cash — And Preparing to Control Yields
Overnight repo usage jumps. The TGA surges toward $1T. Washington isn’t “saving.” It’s loading ammunition — to defend the bond market and seize control of yields when disorder hits.
Published Nov 5, 2025
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The Calm Before the Liquidity Storm: QE 2026 and the Digital Evolution of Money
Federal Reserve Chair Jerome Powell’s recent comments on ending Quantitative Tightening signal that the liquidity cycle is turning again. With repo market stress quietly building, QE 2026 may arrive sooner than most expect. This time, the easing won’t just involve printed dollars — it will merge with the rise of tokenized assets, digital Treasuries, and programmable money.
Published Oct 17, 2025
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🚨 The Fed Just Tapped the MBS Repo Valve — Why That Matters More Than People Think
The Federal Reserve quietly conducted nearly $9 billion in mortgage-backed repo operations after months of inactivity — signaling early liquidity strain in U.S. funding markets. Historically, this is how quantitative easing begins: the Fed provides collateral support before publicly announcing policy shifts. This article examines the data, the 2019 precedent, the QE connection, and what it could mean for 2026.
Published Oct 17, 2025