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</html><description>Fed activities in repo markets are growing. They have already expanded their balance sheet by $335 billion since the beginning of September and the party is just getting started. Former Fed repo expert Zoltan Pozsar, now at Credit Suisse, warns that major banks are heavily overweight in US Treasuries and underweight in excess reserve deposits &hellip; Continue reading ""</description><thumbnail_url>http://static.incrediblecharts.com/images/2018/2019-12-13-spx-fedassets.png</thumbnail_url></oembed>
