

Discover more from Concoda
global macro and market mechanics
Over 30,000 subscribers
Continue reading
In case you missed it — or you’ve just joined us — our latest piece, The Shadow Bank Shutdown, went out earlier this week:
This month, we dove into the weeds of the Fed’s dollar swap network and its outer limits, plus the Asian Eurodollar and shadow banking.
Now it’s time for “deep dive November” for subscribers on some key U.S. markets. A “clue” on the first installment:
But first, a money market brief…
