THE JENGA OF REPO PT.2

And the Commodities super cycle

THE JENGA OF REPO 2

And the Commodities super cycle

In the previous newsletter THE JENGA OF REPO,

 https://andreacecchi.substack.com/p/the-jenga-of-repo

we have seen in depth how the REPO market works and the role that this complex market has in the determination of the global economy, focusing the spotlight on how certain choices and economic and politica…