Q&A #119
Jeff challenged to ZeroHedge debate? Was the gold standard doomed? Why? Economics, or politics? Why was there so much volatility in SOFR options? Was it yen? T-bills? How does yen carry trade reversal lead to higher JPY? How did yen carry trade reverse lead to stock market chaos? How do we interpret DTCC’s repo fails data? How do interpret FRBNY’s Primary Dealer survey stats? Is the Federal Reserve actually keeping track of collateral? Why don’t they use the data?
