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Concoda is a macro and geopolitical newsletter focusing on financial systems post-2007/08 crisis, the evolving role of central banks, and shifts in monetary policies. It discusses regulatory impacts, Treasury and Fed maneuvers, repo and Eurodollar markets, money market dynamics, and global finance's future amidst emerging market challenges.

Central Banking Monetary Policy Regulatory Standards Global Finance Market Dynamics Financial Stability Geopolitical Impacts

The hottest Substack posts of Concoda

And their main takeaways

Demystifying Money Markets

356 implied HN points • 25 Jun 23
💰 Finance Markets Money Lending Rates
  1. Money markets are markets for lending and borrowing money efficiently
  2. Dealers borrow cash using repo and lend it out in reverse repo to earn a profit from the spread
  3. Understanding money market rates is key to navigating financial articles and terminology

Signed Ceiled and Delivered

389 implied HN points • 12 May 23
💰 Finance Debt Market Government Politics Economy
  1. Financial markets react swiftly to concerns about America's debt load.
  2. Debt ceiling stalemates can lead to extreme volatility and illiquidity in the Treasury market.
  3. Failing to raise the debt limit poses significant threats to financial stability and global markets.

Money Market Update

151 implied HN points • 19 Mar 24
💰 Finance Market Update
  1. Bond volatility is decreasing while dollar liquidity remains strong, but future macro events will play a role in its sustainability
  2. Recent changes in the repo market are being discussed to understand how regulations will impact its structure and trades within it
  3. Stay informed with regular updates on money market situations and rates to track financial trends

Collateral Damage

405 implied HN points • 18 Apr 23
💰 Finance Economics Markets Debt Monetary Policy
  1. Monetary leaders have created new risks while trying to eliminate old ones.
  2. There is a high demand for ultra-short-term Treasury paper due to an impending debt ceiling drama.
  3. Bilateral repos act as a sponge in the market, absorbing excess cash when the supply of bills is low.
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