(Pro Notes) A Global Compression

extended plumbing notes

Feb 2 • Conks

6

2

1

January 2026

(Pro) Infographics: The Modern Repo Market

pro infographics available for download

Jan 22 • Conks

9

2

(Pro) The Fed's New Target: Part I

pro edition available for download

Jan 10 • Conks

10

1

December 2025

(Pro) Infographics: The Fed's Repo Rate "Sweet Spot"

pro infographics available for download

Dec 28, 2025 • Conks

12

1

1

(Pro) Infographics: Banks' Intraday Liquidity Requirements

pro infographics available for download

Dec 24, 2025 • Conks

4

(Pro Notes) The Great Compression

extended plumbing notes

Dec 15, 2025 • Conks

5

1

(Pro Notes) A Faulty Relief Valve

extended plumbing notes

Dec 9, 2025 • Conks

7

3

(Pro Notes) Swifter Injections

the Fed is priced to pull the trigger sooner rather than later

Dec 5, 2025 • Conks

10

3

(Pro Notes) The Repo Fortification

extended plumbing notes

Dec 3, 2025 • Conks

7

5

2

November 2025

(Pro Notes) End of an Era

extended plumbing notes

Nov 25, 2025 • Conks

12

1

(Pro Notes) The Basis Trade Scare

extended plumbing notes

Nov 17, 2025 • Conks

9

2

(Pro Notes) Stalemate

the stalemate in dollar funding markets

Nov 13, 2025 • Conks

6

2

1