We discuss what to expect in repo markets/funding markets into November, as this is driving the market now.
We follow liquidity, not headlines, as that is key, and one needs to understand why the system is flashing red and what it means for assets!
MBCC TH 2nd Nov'25 - "Are the repo markets still flashing red, do we expect another flash sale? Is Fed liquidity even more tight? Will we see a year end rally or is it done for now?"
