Evercore ISI2026-08-03 19:56:43Evercore ISI says prolonged use of Fed repo facility could test resolve on yenEvercore ISI said prolonged use of the Federal Reserve’s repo facility for foreign and international monetary authorities could invite markets to test how firmly the United States and Japan are prepared to defend the yen, according to Jin10, as cited by ChainCatcher. The facility allows overseas institutions to obtain U.S. dollar funding by posting U.S. Treasuries as collateral, with a daily cap of $60 billion for each counterparty. Evercore strategists said that ceiling is only slightly above the size of Japan’s single-day foreign exchange intervention last Thursday. They also stressed that the facility was built as a short-term liquidity backstop rather than a lasting source of financing. The remarks focus attention on how official funding channels may be interpreted by markets if they are used beyond their intended short-term purpose.1750
Federal Reser2026-06-18 05:00:51Fed Officials Signal Rate-Hike Debate as Inflation Uncertainty PersistsAccording to Jinshi, Federal Reserve officials have indicated that they may soon need to consider raising rates rather than cutting them as inflation rises rapidly. Comments from Evercore ISI’s Krishna Guha and New Century Advisors’ Claudia Sahm focused on energy prices, oil, underlying inflation and supply-driven price pressures.670
