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China and Canada cut rates, watching the US repo market for trouble

The surprise rate cut in China demonstrates weakness, while the SOFR market is heating up. How we're thinking about Treasury repo rates.
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Bank of England bails out BlackRock
 • Nik Bhatia
3
Full Blown Banking Crisis Is Here, Nationalization Underway
 • Nik Bhatia
2
Liquidity Trouble In Paradise: Bitcoin Update
 • Joe Consorti and Nik Bhatia
2
Profound implications of Saylor's latest revelation
 • Nik Bhatia and Joe Consorti
1

Recent posts

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TBL Thinks: CrowdStrike breaks the world, Louis Vuitton sends signal, and China's supercomputing
Dear Readers,
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TBL Thinks
Mean, Median, Mode: July 22nd, 2024
Dear Readers, Bitcoin continues to charge ahead after its first near-30% correction this cycle. Understand our risk outlook in today’s Mean, Median…
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Nik Bhatia
Bitcoin Outperforms The Nasdaq, The Trump Trade Begins: TBL Weekly #102
Welcome to TBL Weekly #102—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive…
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Nik Bhatia
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TBL Thinks: Immigration, hidden debt, Hong Kong's red carpet, & flying cash into Zimbabwe
Dear Readers,
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TBL Thinks
TBL Liquidity and our Bitcoin Indicator, part 2
Treasuries rally, bitcoin bounces, and we debut TBL Liquidity.
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Nik Bhatia
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Free Preview: Mean, Median, Mode
When you become a TBL Pro, your price is locked in forever. That’s important, because starting August 1st, The Bitcoin Layer is moving our TBL Pro price…
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Nik Bhatia
3
Mean, Median, Mode: July 15th, 2024
Dear Readers, Stunning and tragic events over the weekend directly impacted the bitcoin price, and rates fell sharply after a sluggish inflation…
 • 
Nik Bhatia
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Yen-tervention, Cool CPI, BTC Withstands Germany Sales, Rate Cut is Locked In: TBL Weekly #101
Welcome to TBL Weekly #101—the free weekly newsletter that keeps you in the know across bitcoin, rates, risk, and macro. Grab a coffee, and let’s dive…
 • 
Joe Consorti
 and 
Nik Bhatia
1
TBL Thinks: CRE Fraud & Chinese Hackers
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TBL Thinks
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© 2024 Nik Bhatia
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