US equity funding markets remain strained as high demand for leverage, driven by tech and AI stock enthusiasm, keeps repo rates elevated. Despite some easing, risks persist due to limited dealer balance sheet capacity and concentrated positions, raising concerns that any market correction could be sharper and more disruptive.
US equity funding markets remain strained as high demand for leverage, driven by tech and AI stock enthusiasm, keeps repo rates elevated. Despite some easing, risks persist due to limited dealer balance sheet capacity and concentrated positions, raising concerns that any market correction could be sharper and more disruptive.
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