>>168841, >>168842, >>168843, >>168844, >>168845, >>168846, >>168847, >>168848, >>168849, >>168850, >>168851, >>168852, >>168853, >>168854, >>168855, >>168856, >>168857, >>168858, >>168859, >>168860, >>168861, >>168862, >>168863, >>168864, >>168865, >>168866, >>168867, >>168868, >>168869, >>168870, >>168871, >>168872, >>168873, >>168874, >>168875, >>168876, >>168877, >>168878, >>168879, >>168880, >>168881, >>168882, >>168883, >>168884, >>168885, >>168886, >>168887, >>168888, >>168889, >>168890, >>168891, >>168892, >>168893, >>168894, >>168895
THE GLOBAL SPILLOVER:
Cheaper dollar funding triggers $10 billion plus in emerging market carry trade inflows. Currency volatility spikes. Foreign central banks hoard dollars. The cycle that destroyed Argentina, Turkey, and Sri Lanka restarts.
WHAT HAPPENS NEXT:
If Q4 GDP misses expectations or inflation spikes above 3.5%, SOFR reverses violently. Repo market seizures return. The 2019 overnight funding crisis replays at scale.
If the Fed holds course, credit bubbles inflate until something pops. Corporate debt. Commercial real estate. Equity multiples at 25x earnings.
THE TRUTH BURIED IN THE DATA:
SOFR is not just a rate. It is the early warning system for systemic stress. When the world’s most important number collapses this fast, it means central banks are terrified.
They are easing into a recession they cannot admit is coming.
Hold duration. Hedge via SOFR futures. Watch repo volumes like a seismograph.
The tremors started. The quake is next.
>>23832339 pb
https://x.com/shanaka86/status/1987426904883028246

Shelley Moore Capito @SenCapito - I’m closely monitoring the mine flooding at the Rolling Thunder Mine in Nicholas County, as well as staying in contact with federal and state officials for the latest information. Our miners are brave and courageous West Virginians who work tirelessly to power our communities.
https://wvmetronews.com/2025/11/09/coal-miner-unaccounted-for-in-nicholas-county/
https://x.com/SenCapito/status/1987540802847842310