5 Comments

Why did the DVP repo rate reach 5.3%? Does it mean nothing?

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centrally-cleared repo market makers charging more on quarter end to account for window dressing (I'm writing about this soon)

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It seems like we were in the same situation last year. In December 23, January 24, the SOFR was reach almost to 5.4% with $200 billion of window dressing, but strangely enough, there's still a excess money in the RRP, isn't there?

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Hi Conks, thanks for giving us this update. What does it mean when SOFR < EFFR and SOFR > EFFR, is it SOFR decided by market dynamics, or the FED has any control over it?

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SOFR < EFFR means market markets are functioning correctly. secured rates should trade below unsecured rates reflecting the risk. SOFR > EFFR generally means limited cash available in the repo market.

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