Overseas dollar providers are *not* providing dollars...to Americans.
Eurodollar University - En podcast av Jeff Snider
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Context is huge. That goes for the $80 trillion in forex swaps as well as the several trillion which just "disappeared" from the Federal Reserve's Z1 data during Q3. Where ROW should be providing US$s to Americans, instead consistent with what we've seen of markets (you know, volatility), more evidence for heavy dollar shortages thus heavier curve inversions.
