FYI: In this new episode of Bespokecast we sit down with Alexandra Scaggs of Barron's. Alexandra joins us to discuss the plumbing of fixed income markets and the evolution of Federal Reserve policy. In recent weeks, the New York Fed has had to intervene in repo markets, driven by a sudden scarcity of liquidity that didn't exist in recent years. We dive into why that scarcity has suddenly cropped up, why it matters for markets, and what the Fed can do about in addition to recent steps it's already undertaken. Our guest previously wrote for Bloomberg and the Financial Times, and currently covers fixed income markets for Barron's.
Regards,
Ted
https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokecast-episode-31-alexandra-scaggs-now-available-on-itunes-googleplay-stitcher-and-more