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WHAT'S GOING ON WITH LEVERAGED TREASURY TRADES?
LTCM and Clearinghouses
Aug 26, 2024
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Russell Clark
40
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4
9:37
DEFLATION? REALLY?
Is it really over? Or have clearinghouses messed up again? Latter I think.
Aug 5, 2024
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Russell Clark
23
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19
10:46
July 2023
TAKING A CLOSER LOOK AT LCH
What do regulatory disclosure tell us about LCH and its roles in the gilt sell off and LDI implosion of 2022?
Jul 27, 2023
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Russell Clark
14
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Capital Flows and Asset Markets
TAKING A CLOSER LOOK AT LCH
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2
15:45
March 2023
CLEARINGHOUSES - LDI AND THE LESSONS WE WON'T LEARN
Regulators are still blaming the funds - and not the clearinghouses
Mar 8, 2023
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Russell Clark
17
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Capital Flows and Asset Markets
CLEARINGHOUSES - LDI AND THE LESSONS WE WON'T LEARN
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11
12:51
October 2022
LSE IS TO BLAME FOR THE GILT CRASH
More than leveraged pension funds, mismanagement of bond clearing at LCH is likely reason behind gilt crash
Oct 12, 2022
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Russell Clark
28
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Capital Flows and Asset Markets
LSE IS TO BLAME FOR THE GILT CRASH
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25
8:50
CLEARINGHOUSES AND THE GILT MELTDOWN
Clearinghouses are a market reform that really makes little sense. There were likely at the centre of the blow-up in the Gilt market.
Oct 3, 2022
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Russell Clark
23
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Capital Flows and Asset Markets
CLEARINGHOUSES AND THE GILT MELTDOWN
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6
7:25
May 2022
ICE ICE BABY
Problems at ICE show that the real purpose of clearinghouse reform was to remove a banks ability to force another bank into bankruptcy.
May 30, 2022
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Russell Clark
25
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Capital Flows and Asset Markets
ICE ICE BABY
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2
9:10
April 2022
THE RUSSIAN INVASION OF UKRAINE SHOULD HAVE DESTROYED CLEARINGHOUSES
The ISDA-SIMM suggested that there should have been a dangerous amount of leverage be in oil spread trades. Given the moves we have seen, clearinghouses…
Apr 6, 2022
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Russell Clark
7
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Capital Flows and Asset Markets
THE RUSSIAN INVASION OF UKRAINE SHOULD HAVE DESTROYED CLEARINGHOUSES
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6
11:25
March 2022
BUY THE DIP OR SELL THE RIP - PART III
Is liquidity really the only thing that matters?
Mar 25, 2022
•
Russell Clark
25
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Capital Flows and Asset Markets
BUY THE DIP OR SELL THE RIP - PART III
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14
11:50
CLEARINGHOUSES - FEEDBACK FROM USERS
Looking at clearinghouses from a users view
Mar 21, 2022
•
Russell Clark
4
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Capital Flows and Asset Markets
CLEARINGHOUSES - FEEDBACK FROM USERS
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5
9:32
HOW CLEARINGHOUSES MISPRICE RISK
Looking at the examples of mispriced risk from clearinghouses so far. VIX, European Power, Treasuries (Repo) and Nickel
Mar 16, 2022
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Russell Clark
20
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Capital Flows and Asset Markets
HOW CLEARINGHOUSES MISPRICE RISK
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4
11:36
AFTER LME, LCH ADDENDUM
Extra details to answer some comments and questions
Mar 14, 2022
•
Russell Clark
20
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Capital Flows and Asset Markets
AFTER LME, LCH ADDENDUM
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30
11:08
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