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Henry @IpsoMacro

Equities | Rates | FX | Commodities | Macro and the Fed...back to ZIRP and QE on steroids, take that Covid 🦠 🥊 Joined April 2018
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IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

CB liquidity swaps continue to have mitigating effect on Fed balance sheet, though overall still expanded $38b for the week ended Jul 15 (1st expansion in 5 weeks). Treasury holdings continue steady growth adding another $22b, and the pace of MBS purchases surged back up to $37b.

IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

Great to see businesses across America are opening back up...or maybe just more/bigger ticket $AMZN orders

IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

Total Fed assets contract for week ended yday...first time that's happened since Feb Sharp increase however in MBS holdings +$83b w/w...and continued steady increase in UST holdings What drove the contraction? CB liquidity swaps and Repo...amazing what some USD relief can bring

IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

Traders being squeezed out of EUR shorts every which way. Yen move today looks like much more of EUR/JPY driven squeeze than anything specific to USD/JPY

IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

NIRP coming to a branch near you

carlosdomingo Profile Picture

Carlos Domingo @carlosdomingo

5 years ago

NIRP coming to a branch near you

Henry retweeted
dino_grandoni Profile Picture

Dino Grandoni @dino_grandoni

5 years ago

NEW: Global greenhouse gas emissions plunged an unprecedented 17% in early April as people around the world stopped driving, flying and producing at factories due to the pandemic via @chriscmooney, @brady_dennis & @JohnMuyskens washingtonpost.com/climate-enviro…

IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

Directly stemming from @BVerfG ruling on May 5 or just a coincidence?

fxmacro Profile Picture

FxMacro @fxmacro

5 years ago

Directly stemming from @BVerfG ruling on May 5 or just a coincidence?

Henry retweeted
CMEGroup Profile Picture

CME Group @CMEGroup

5 years ago

With @USTreasury issuance expected to rise dramatically in the coming quarters, the deliverable baskets underpinning Treasury futures could see a significant boost going forward. Here’s a thread with projections for each contract based on the May refunding announcement. 1/8

Henry retweeted
nytimes Profile Picture

The New York Times @nytimes

5 years ago

Breaking News: The drug maker Moderna released promising, early results for a coronavirus vaccine in 8 healthy people, as it advances into accelerated phases of human trials nyti.ms/368i3vu

IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

1239 Americans with a retirement savings account not the most representative cross-section, but interesting nonetheless. "Everyone has a plan until they get punched in the mouth." Mike Tyson

Claudia_Sahm Profile Picture

Claudia Sahm @Claudia_Sahm

5 years ago

1239 Americans with a retirement savings account not the most representative cross-section, but interesting nonetheless. "Everyone has a plan until they get punched in the mouth." Mike Tyson

Henry retweeted
Barton_options Profile Picture

BɅRTON @Barton_options

5 years ago

SOMA balance expanded by $1948bn between 3/16 and 5/14 During the same period, net new issuance of UST was $1529Bn. Fed has monetized 127% of the new debt. Prior to COVID19 crisis, they monetize 15% of the new debt by USG.

IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

Taking Fed Funds negative would pull down longer term rates as well as interest rates for non-gov borrowers, at least if they priced against Tsys Main argument though would be to weaken the dollar To say those would outweigh the negative consequences, you’d have to be an idiot

EconClubNY Profile Picture

The Economic Club of New York @EconClubNY

5 years ago

Taking Fed Funds negative would pull down longer term rates as well as interest rates for non-gov borrowers, at least if they priced against Tsys Main argument though would be to weaken the dollar To say those would outweigh the negative consequences, you’d have to be an idiot

IpsoMacro Profile Picture

Henry @IpsoMacro

5 years ago

Oh the ways this would backfire

JStein_WaPo Profile Picture

Jeff Stein @JStein_WaPo

5 years ago

Oh the ways this would backfire

Henry retweeted
byHeatherLong Profile Picture

Heather Long @byHeatherLong

5 years ago

BREAKING: Federal Reserve will now buy debt of cities with at least 250,000 residents and counties w/500,000+ residents. This is a major expansion of program after Ds & Rs complained. Initially, Fed was only going to buy from cities w/over 1 million people and counties w/2 mil+

Henry retweeted
Bank_of_Japan_e Profile Picture

Bank of Japan @Bank_of_Japan_e

5 years ago

Enhancement of Monetary Easing twme.jp/boj/03oM

IpsoMacro Profile Picture

Henry @IpsoMacro

6 years ago

Get it, nature

Reuters Profile Picture

Reuters @Reuters

6 years ago

Get it, nature

Henry retweeted
DeItaone Profile Picture

*Walter Bloomberg @DeItaone

6 years ago

U.S. CRUDE OIL FUTURES SETTLE AT $-37.63/BBL, DOWN $55.90, 305.97 PCT #OOTT

IpsoMacro Profile Picture

Henry @IpsoMacro

6 years ago

Shameful. And hasn’t the program already run out of $ allegedly?

LukeGromen Profile Picture

Luke Gromen @LukeGromen

6 years ago

Shameful. And hasn’t the program already run out of $ allegedly?

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