Hints and tips:
...rates strategy note that these shorts appear to be at least in part related to the widening in Libor-OIS spreads earlier this year (see US Treasury Market Daily by Jay Barry et al, Jun 4)....
...Graph 4 shows the cyclical pattern of the US equity market during GM 1.0, compared to the pattern in an average post-war economic cycle [2]....
...money market funds withdrew dollar funding from non-US banks (see Baba et al. (2009))....
...al?...
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