In this conversation, Pascal Huegli and Danny Dayan discuss the current economic landscape, focusing on inflation, the Federal Reserve's policies, and geopolitical dynamics. Danny draws parallels between today's economy and the 1960s, emphasizing the complexities of the labor market and the implications of financial conditions on growth. Dayan also explores global market opportunities, particularly in China and cryptocurrency, while highlighting the importance of a systematic approach to trad...
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In this conversation, Pascal Huegli and Danny Dayan discuss the current economic landscape, focusing on inflation, the Federal Reserve's policies, and geopolitical dynamics. Danny draws parallels between today's economy and the 1960s, emphasizing the complexities of the labor market and the implications of financial conditions on growth. Dayan also explores global market opportunities, particularly in China and cryptocurrency, while highlighting the importance of a systematic approach to trad...
What everyone gets wrong about the current repo market
Less Noise, More Signal
1 hour
2 months ago
What everyone gets wrong about the current repo market
In this conversation, Pascal Huegli and Lighthouse Macro (Bob Sheehan) discuss the current state of funding and treasury markets, emphasizing the importance of liquidity and the systemic risks posed by regional banks. He highlights the impact of government actions on market stability and the growing influence of Bitcoin and crypto on traditional financial systems. The discussion also covers shifts in treasury market buyers and the pressures faced by primary dealers, concluding with insights o...
Less Noise, More Signal
In this conversation, Pascal Huegli and Danny Dayan discuss the current economic landscape, focusing on inflation, the Federal Reserve's policies, and geopolitical dynamics. Danny draws parallels between today's economy and the 1960s, emphasizing the complexities of the labor market and the implications of financial conditions on growth. Dayan also explores global market opportunities, particularly in China and cryptocurrency, while highlighting the importance of a systematic approach to trad...
