Trump stablecoin off and running
Trumps USD1 now up to $2.2B issued in just a couple of weeks on an exchange… at the Fed’s current screw Trump 4.40% risk free rate he’s already making $88M annual rate … if he can get issuance up to $100B then he’s grossing >$4B annual which would probably be his most valuable enterprise … iirc Teth
Reserve flows under debt ceiling
tga现在在450b区域下降……因此，假设他们不断拧紧并最终以50B的速度降低，那么当前的威胁在TGA中的400b储量处可能会被迫在银行系统上……为了覆盖400b，银行将在SLR中至少需要1/10，而SLR则需要0.1次，但我们将在40 b中提供40b，但您将为40b提供了40次，即40b，却是1/10b，是40b soverative is of 40b，却是1/10b。 capital right now, then they could cover those additional 400b reserve assets without effecting any other asset
Macro Briefing: 4 November 2024
周五，美国 10 年期国债收益率升至 4.40%，创四个月新高。道明证券利率策略主管 Gennadiy Goldberg 表示，如果特朗普赢得大选并且共和党在国会大获全胜，10 年期国债收益率可能接近 5%。路透社报道：“如果共和党赢得国会两院和美国总统职位，它很可能 […]
