SOFR replaces LIBOR. Eurodollars or Offshore Dollar Markets (ODM) based off of LIBOR as we knew it, will soon be dead to us.
So excited for the change over. Also watch for the April 14, CME click over.
Also so surprising so few are following this big story getting played out here.
Massive change to the global markets incoming!
Buh Bye Davos!!
It's not Inflation, Stupid
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5% is a normal rate historically i dont think there is going to be any issues in the short term. we may see unemployment trend up to 6-7% which is also a normal rate historically and believe it or not with almost $1T in the crypto market that can be a huge stabilizing factor, sort of like how PoW stabilizes the energy grid, bitcoin and ethereum stabilizes the finance markets. Its like they absorb some of the volatility. But this is justa theory it needs more careful thought. Bitcoin and ETH didnt exist in 2008
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The high debt levels are the real issue here. CDS are screaming for defaults
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Thanks Tom.
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De nada
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Nothing to see here. These are not the Droids you are seeking.
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Watch how US capital is forming its own sphere by SOFR. Thats the wildcard this year. Nobody is talking about it. The Eurozone is toast if You keep in mind that the ECB is buying all the newly issued debt meanwhile inflation rises more and more.
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Scary times.
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Brings back memories of 2008. Not good memories!
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Will be a tough ride the moment the public is conscient of troubles in the banking system and that inflation will be our companion for a while. Credit Suisse disappeared off the MSM by the way. Here in Spain never has been a talking point.
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WBD has a great interview with Lyn Alden today: https://fountain.fm/show/LnQlDKTvuF5JwGBaVGv7
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Thanks for the recommendation. Lyn is always straight forward!
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