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Conks – global monetary mechanics

Conks – global monetary mechanics

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Deep‑dive practitioner notes on monetary plumbing, USD funding, and policy transmission with FX implications.

Plumbing Notes: Nothing Ever Happens
News•Mar 1, 2026

Plumbing Notes: Nothing Ever Happens

Money‑market volatility has markedly subsided, pushing overnight repo rates to near‑record lows and stabilising the SOFR‑FF basis. Higher inter‑bank volumes are keeping the basis narrow while swap spreads have widened, signalling easier funding conditions. The Federal Reserve’s aggressive volatility suppression and the end of quantitative tightening have reshaped funding dynamics, benefitting monetary policymakers but curbing opportunities for STIR traders. Anticipated looser bank‑regulation proposals by the end of Q1 could further influence market liquidity.

By Conks – global monetary mechanics
The Fed's New Target: Part II
News•Feb 15, 2026

The Fed's New Target: Part II

In Part II, the podcast examines how the ongoing "Great Compression" of money‑market rates is pushing the Federal Reserve to replace its traditional overnight Fed Funds target with a new benchmark. It explains that overnight Fed Funds volume has collapsed...

By Conks – global monetary mechanics
Infographics: Key Rates & Spreads In the Modern Repo Market
News•Feb 11, 2026

Infographics: Key Rates & Spreads In the Modern Repo Market

The episode breaks down the modern repo market by illustrating how overnight rates and dealer spreads vary across different repo segments—triparty, GCF, DVP, and NCCBR. It explains that dealers profit by maintaining a positive spread between the cost of borrowing...

By Conks – global monetary mechanics
Plumbing Notes: A Global Compression
News•Feb 1, 2026

Plumbing Notes: A Global Compression

In this brief update, the host explains how the Federal Reserve’s recent liquidity injections have compressed the SOFR‑FF basis, pushing overnight SOFR rates to just a few basis points below the interest on reserve balances (IORB). Major banks, led by...

By Conks – global monetary mechanics