EPISODE · Nov 27, 2025 · 20 MIN
OMG! You Won’t Believe What Just Happened in the Repo Market
from Eurodollar University · host Jeff Snider
Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circumstances. That didn’t mean it was a one-time, one-off matter, just that in the middle of the month there isn’t a whole lot going on. But now with the Thanksgiving holiday here and December approaching, repo rates are up, borrowing from the Fed is back, and in related developments the hedge fund-private credit world is getting spicier. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------Eurodollar University's EARLY BLACK FRIDAY SALEGet our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. https://https://www.eurodollar.university/black-friday-2025---------------------------------------------------------------------------------------------------------------------Bloomberg UBS Boss Is Right on Private Credit Rating Riskshttps://www.bloomberg.com/opinion/articles/2025-11-06/ubs-boss-scores-one-for-banks-over-private-creditBIS The transformation of the life insurance industry: systemic risks and policy challengeshttps://www.bis.org/publ/bppdf/bispap161.htmhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
What this episode covers
Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circumstances. That didn’t mean it was a one-time, one-off matter, just that in the middle of the month there isn’t a whole lot going on. But now with the Thanksgiving holiday here and December approaching, repo rates are up, borrowing from the Fed is back, and in related developments the hedge fund-private credit world is getting spicier. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------Eurodollar University's EARLY BLACK FRIDAY SALEGet our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. https://https://www.eurodollar.university/black-friday-2025---------------------------------------------------------------------------------------------------------------------Bloomberg UBS Boss Is Right on Private Credit Rating Riskshttps://www.bloomberg.com/opinion/articles/2025-11-06/ubs-boss-scores-one-for-banks-over-private-creditBIS The transformation of the life insurance industry: systemic risks and policy challengeshttps://www.bis.org/publ/bppdf/bispap161.htmhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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OMG! You Won’t Believe What Just Happened in the Repo Market
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