Magnus Macro
MagnusMacro
Swap Spreads - there are undoubtedly better subject experts on here than me but someone needs to try and cut through some of these bad takes today so here goes.
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Here come negative rates [probably]: what to look for and why you shouldn't freak out. A thread of sorts... 1/n The word "banks" is used in a general sense constantly
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Article this morning from @Birdyword brings light to the funding markets/plumbing heading in another YE funding cycle.Some quick thoughts 1/nhttps://www.wsj.com/articles/shrinking-money-market-funds-threaten-global-dollar-supply-11599818495
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