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Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Dec 31 AVOID @lynaldencontact The speaker clarifies that high repo/reverse repo activity is due to end-of-year window dressing and does not signal a liquidity crisis, advising against panic-driven trades. @lynaldencontact
Both repo and reverse repo operations were hi...
Dec 31 AVOID @lynaldencontact The speaker advises against expecting significant market movement or a crisis in banks due to end-of-year repo activity, suggesting no immediate actionable trade based on such an event. @lynaldencontact
The Fed’s rep activity is getting a lot of at...