Скачать или смотреть Repo Market Just Hit Critical Levels | Here's Why

US China tensions, repo market stress, private credit risk and silver price surge — a $38.5B Federal Reserve repo draw, IMF warning on a 16% undervalued yuan and rising tariff uncertainty are flashing macro signals markets may be ignoring.

The biggest US–China structural issues need to be understood before they hit markets.

In the US:
• $38.5bn drawn in the overnight repo facility Thursday
• Growing discussion of hidden banking stress
• Mainstream economists now flag private credit similarities to 2008
• SCOTUS decision pending on Trump-era tariffs
• The Federal Reserve discussing potential rate hikes amid persistent inflation

In China:
• IMF reporting the yuan approximately 16% undervalued
• Export competitiveness under pressure
• Tariff escalation risk
• Reports of senior PLA leadership disruption adding geopolitical uncertainty

In metals:
• Silver surged 9% last week despite Shanghai being closed
• COMEX silver inventories around 88m oz vs March open interest of 222m oz
• Annual silver supply deficit near 300m oz before incremental investment demand
• Shanghai reopens Tuesday after an 8-day holiday
• Copper investment rising as US grid rebuild narratives grow

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📌 Disclaimer
This video is for educational and informational purposes only. It is not financial advice. Always do your own research (DYOR) and consult a licensed professional before making investment decisions.