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"The fed liquidity pivot is finally coming. Stay risk on"
X Link @VirtualBacon0x 2025-10-15T05:09Z 228.2K followers, 8654 engagements
"Correct but we are not at the other firms pulling repo stage yet"
X Link @DowdEdward 2025-10-15T02:47Z 384.6K followers, 16.6K engagements
"Jefferies total shareholders equity 10.5bn$ Jefferies NON CONSOLIDATED VIE Assets (CLOs ABS PE Other) 49bn$ Maximum exposure to loss 10.4bn$ (this is off the books) Feel free to connect the dots and make your own considerations"
X Link @DarioCpx 2025-10-15T01:56Z 70K followers, 21.9K engagements
"Fed's Powell says the end of balance sheet drawdown process may be nearing"
X Link @Reuters 2025-10-15T01:40Z 25.6M followers, 32.5K engagements