Liquidity Infrastructure
Diego Quevedo SánchezThis Substack is not light macro commentary. It focuses on the real plumbing of the financial system: liquidity architecture, market microstructure, collateral hierarchies, and balance-sheet constraints that shape prices long before they reach headlines
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 413 | Subscribers | Read | diegoquevedosnchez.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Insight — RBNZ : une politique accommodante portée par la capacité excédentaire, avec une normalisation progressive en perspective
La décision de la RBNZ de maintenir l’OCR à 2,25 % peut sembler neutre à première vue, mais le message sous-jacent est structurellement important : la Banque estime pouvoir rester accommodante non pas parce que les risques inflationnistes o...
Insight — RBNZ: Accommodation Driven by Slack, With Gradual Normalization Ahead
The RBNZ’s decision to keep the OCR at 2.25% may look neutral on the surface, but the underlying message is structurally important: the Bank believes it can remain accommodative not because inflation risks have vanished, but because the dis...
RBNZ: acomodación por capacidad ociosa hoy, normalización gradual mañana
El RBNZ mantuvo el OCR en 2.25% y, aunque a primera vista pueda parecer una decisión “neutral”, el briefing deja claro que es una decisión profundamente condicionada por la estructura actual del proceso desinflacionario: el banco está dicie...
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