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13 Mar 2024

WARNING: Reverse Repo is falling off a cliff.

And has declined from more than $2500 billion to less than $500 billion since 2023. Source: Game of Trades

13 Mar 2024

Disinflationary forces continue in Germany.

Wholesales Prices drop 0.1% MoM in Feb after +0.1% MoM in Jan, plunge 3% YoY which is a good leading indicator for German food price CPI. Sources: Bloomberg, HolgerZ

13 Mar 2024

Where us inflation is and where it isn’t

Source: Evan, Yahoo Finance

13 Mar 2024

Nice one by Barclays...

The CNY's share of cross-border payments has overtaken the USD Source: Ronnie Stoeferle, Barclays, Bloomberg

13 Mar 2024

A record number of Americans are taking hardship withdrawals from their 401k.

The figure has nearly doubled over the last four years. 40% of these hardship withdrawals are to avoid foreclosure. Source: Nick Gerli, Wall Street Journal

13 Mar 2024

It is about missing the best days, not missing the worst days.

Source: Eugene NG

13 Mar 2024

Yesterday's hot CPI prints shows that headline inflation is sticky around the 3% level.

Source: Lyn Alden, FRED

13 Mar 2024

78% of equity options throughout the world were traded in India last year.

Look at this growth since the onset of Covid! Source: Barchart

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