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The latest Liquidity Trader Primary Dealer Position Report is live. 📊 This month’s analysis uncovers extreme dealer leverage, wild swings in repo financing, and the debt ceiling’s impact on liquidity flows.
🔍 Key insights:
✅ Dealer fixed income inventories hit record highs – What does this mean for bonds and equities?
✅ Repo market extreme leverage – A Stress Warning – How close are we to a liquidity crunch?
✅ Debt ceiling constraints temporarily limit supply – Bullish for now, but what happens when the floodgates reopen?
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