Money & Economics
- Thread starter bigredfish
- Start date
None of it makes sense, that's why I'm parked on the sidelines in 4.5% CD's, 4% MMs, and a new shiny 5.8% fixed rate/term 3yr Annuity
Last edited:
mat200
IPCT Contributor
- Jan 17, 2017
- 19,636
- 32,734
I’m way out of my league on the intricacies of bank repo and counterparty risk, but this does seem to tie directly to the ongoing concern about Private credit and big bank exposure to same.
As noted by some:
"The distinction that matters is collateral quality and loan duration, not private credit exposure alone, since long dated AI infrastructure debt can look fine until refinancing turns hostile"
Meaning, it was fine until it wasn't
Probably nothing...
As noted by some:
"The distinction that matters is collateral quality and loan duration, not private credit exposure alone, since long dated AI infrastructure debt can look fine until refinancing turns hostile"
Meaning, it was fine until it wasn't
Probably nothing...
Last edited:
Chokolinho
Known around here
How can the QQQ reach an all-time high given the current economic situation? 
Never forget the Golden Rule:
Markets can remain irrational longer than you can remain solvent
Markets can remain irrational longer than you can remain solvent