Q&A #58
What and where are the newest presentations? Is there a connection between repo & seasonal quirks and bottlenecks? Are seeing any more signs of the global dollar shortage? Could long bonds rally if or when there’s a govt shutdown? What about after? Can we go over ‘bad’, ‘bull’ and ‘bear’ steepening again? What did George Soros really do to the BoE and the pound in ‘92? Do we see parallels today? Are there some alternative, non-government more timely price and labor market data sources?
