EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

This Time It Is Different (Part 2)

Aitken Advisors

Fri 18 Nov 2022 - 15:00 GMT / 10:00 EST

Topics

The question is not whether CCP margin is to “blame” for the dash-for-cash

the question is does the system have enough liquidity ready in the right places to respond to derivative market volatility, without adverse consequences for financial stability

James believes the answer is no, and that the LDI debacle is therefore a metaphor for non-linear risk unwinds to come