Thursday , May 2 2024
Home / Video / Leverage ratio worries may be overblown.

Leverage ratio worries may be overblown.

Summary:
Data suggests banks are not wholesale dumping Treasuries, but small speculators are short bln notional of 10-year notes. Trade and invest using the concepts of MMT. Get a 30-day free trial to MMT Trader. https://www.pitbulleconomics.com/ Download my podcasts! New one every week. https://www.buzzsprout.com/1105286 Mike Norman Twitter https://twitter.com/mikenorman

Topics:
Mike Norman considers the following as important:

This could be interesting, too:

NewDealdemocrat writes March JOLTS report: declines in everything, fortunately including layoffs

NewDealdemocrat writes Manufacturing treads water in April, while real construction spending turned down in March (UPDATE: and heavy truck sales weren’t so great either)

Eric Kramer writes Eric Segall tells us what he really thinks about the Roberts court

Angry Bear writes Supreme Court watchers mollified themselves (and others) with vague promises 

Data suggests banks are not wholesale dumping Treasuries, but small speculators are short $20 bln notional of 10-year notes.



Trade and invest using the concepts of MMT. Get a 30-day free trial to MMT Trader. https://www.pitbulleconomics.com/



Download my podcasts! New one every week. https://www.buzzsprout.com/1105286



Mike Norman Twitter

https://twitter.com/mikenorman
Mike Norman
Mike Norman is an economist and veteran trader whose career has spanned over 30 years on Wall Street. He is a former member and trader on the CME, NYMEX, COMEX and NYFE and he managed money for one of the largest hedge funds and ran a prop trading desk for Credit Suisse.

15 comments

  1. Everybody short tesla

  2. Mike…have you been listening to Jeff Snider like I suggested????? Sounds like you might be. ?

  3. Look forward to these videos! The best!

  4. Pzifer or Moderna ?

  5. Mike or others what do u guys think will happen to residential real estates prices in the next 1-3 years ?

  6. Mike – You're the Man – Thank You!! ✌✌✌

  7. Andrey Tsarukyan

    So, if banks expand their balance sheets we must see BIG BIG things on markets, BIG BIG MOVE UP )))))) …… Bears need to cover their shorts or they will have to do it much higher …..

  8. Thanks ?

  9. No side effects from the Vaccine? Pzifer or Moderna ?

  10. Bury is a nutter. He is over rated. The movie the Big Short only proves that Bury had no understanding of risk management and got lucky..in the nick of time!

  11. Hi man, great video! I was wondering if the bank sell the treasury which they will do.. the treasury will go up meaning DXY/USD will strengthen and also go up right? Or it will devalue the dollar? Powell mention that he will have some slr modifications, do you think it will be a bull or bear moves to the market? Or people are fed up with rising yields and rising inflation and going to set aside any slr modifications?

Leave a Reply

Your email address will not be published. Required fields are marked *