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US Overnight Borrowing Rates Jump Despite Fed’s Move Toward Easing
19 Nov 2025 21:06 GMT
… elevated even after the Federal Reserve adopted a softer … 7 trillion threshold that Fed Governor Christopher Waller deems … .
A major factor: hedge funds’ rapidly expanding long positions … into broader markets.
The Federal Reserve’s Standing Repo Facility, …
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Breaking: December Fed Rate Cut Odds Fall as BLS Cancels October Jobs Report
19 Nov 2025 19:04 GMT
… from the upcoming December 10 Federal Reserve meeting.
Gaps In Labor … occasions.
Expectations of A Fed Rate Cut Dropped After The … expects.
James Lavish, former hedge fund manager, added that the lost … employment.
Good morning.
The Fed has repeatedly said they …
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Hedge Fund Strategies Move Into ETFs and Semi-Liquid Wrappers
19 Nov 2025 08:07 GMT
… wall between traditional hedge funds and mainstream investment products … . Carlyle While not hedge funds in the traditional sense … structuring.
For major hedge funds, the trend presents … Federal Reserve+1
For investors, the bottom line is that access to “hedge-fund …
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Analysis-What Fed cut? US repo rates still high as liquidity tightens into year-end
19 Nov 2025 12:01 GMT
… year-end despite recent Federal Reserve easing, adding another layer … $2.7 trillion level Fed Governor Christopher Waller deems … position, hedge funds tap the repo market.
Abate said hedge funds’ long … Last week, New York Fed President John Williams met with …
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Is It Time to Give Up on the AI Trade? Why Hedge Funds Might Be Wrong
18 Nov 2025 20:46 GMT
… fact that the Atlanta Fed’s GDPNow model says … turns out that the hedge fund community has been selling tech … equities recently. In fact, hedge funds did more selling of … noting that generally speaking, hedge funds have dramatically underperformed recently. …
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S&P 500: Holding Breath Ahead of Nvidia and the Fed’s Final Data Test
18 Nov 2025 08:53 GMT
… kind of imported disinflation the Fed could use.
But none … s most crowded macro story. Hedge-fund positioning in the name is … number, meanwhile, hardens the Fed’s hawkish lean and hits … single hinge point. AI conviction, Fed timing, valuation gravity, and year …
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Nvidia earnings beat won’t stop the slide, but the Fed just might
18 Nov 2025 04:00 GMT
… fill. Filings of the +900 hedge funds in the US reveal a … for that brewing mess… A Fed rate cut. Scenario #1: Kick … ahead of the new US Fed Chair appointment. Scenario #2: The … market
forces the Fed’s hand Suppose the market …
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Fed releases semi-annual report detailing the state and vulnerabilities of the U.S. financial system
17 Nov 2025 20:59 GMT
On November 7, the Fed released its semi-annual … high levels, though the Fed noted some banks continued to … report highlighted that leverage in hedge funds and life insurers was … survey of market participants, the Fed reported that policy uncertainty — …
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Why a Fed Liquidity Wave May Be Coming—and What It Means for Markets
17 Nov 2025 07:04 GMT
The Fed could soon decide to inject … crack under pressure, requiring the Fed to add reserves (i.e … macro investors, asset allocators and hedge funds - check out which subscription …
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'Triple whammy' will decide if Wall Street crashes within the next day
19 Nov 2025 23:14 GMT
… saw Peter Thiel’s macro hedge fund dump shares, Oracle plunge after … jobs report Thursday morning.
The Fed is split on whether to …