What The Ruck? (Liquidity)

Following up on Libor Squeeze?Libor and Reserves?Reserves, RRP and The Libor Squeeze? and A SOFR Squeeze?
Above and below, since June 15th it looks like the "ruck" for "dollars" associated with quarter end turn premium has been on.  Indexes (down), bond yields (all rising prior, but especially short down since June 21st) and US Dollar (up) all reflective.


Just prior to the "ruck" (hat tip to Martin at Macronomics for brilliant use of the term in his prescient "Bond Ruck"), the NDX and RUT hit another new all time peaks on June 14th and June 21st.  But who in this global recovery narrative is hitting new long term lows???
Above the Shanghai Composite since blowing its top in June 2016, now hitting a new two year LOW.  

Leading the way on liquidation to come up with "dollars" to pay the piper Q end, and in an environment of rising cost of loan funds?  Collectively, we're going to need this??  More to come in Ruckus Premium? (Quarter End). Stay tuned, no flippin.

 

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