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mehabe
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#BT_F
Mehabe
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January 21, 2022
technology
$ tightness starting to recede at the margin
technology
U.S. Banking System Liquidity, Dec 2021 %YoY, +4.9% +13.0%, Quantity -8.1%, Velocity
technology
One mkt participant wrote, “it will make the dotcom crash look like the backtest.”
technology
Given the start to 2022, equity market participants may find this useful.
technology
US Banking System Liquidity, %12M, Aug 2021 Q +12.17 V -12.82 Total -0.65
Mehabe
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September 23, 2021
0
technology
24 cents worth.
Mehabe
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September 23, 2021
0
technology
Total Debt, Contribution to Demand
Mehabe
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September 23, 2021
0
technology
This relationship should normalize over the coming quarters, given the current...
Mehabe
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September 23, 2021
0
technology
On the bright side, better than the Fed’s balance sheet.
Mehabe
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September 23, 2021
0
technology
Quantity, not quality.
Mehabe
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September 23, 2021
0
technology
The risk in Risk Parity.
Mehabe
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September 17, 2021
0
technology
CPI, Commodity Capital Flow
Mehabe
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September 15, 2021
0
technology
CPI, Labor & Capital Slack
Mehabe
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September 15, 2021
0
technology
Relative Performance, August 2021
Mehabe
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September 15, 2021
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