UPDATE: From Sep 27th - Oct 4

US net liquidity roughly INCREASED by -$13.8B.

Fed balance sheet: -$46.2B

ORR: -$100.8B

TGA: +$40.8B

Mildly net positive for risk assets, all things being equal.

DYOR

🔥🦀🔥

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Discussion

Nice to see you here sir!

Thanks Jeff!