Alexandru Stefan Goghie

Alexandru Stefan Goghie

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Stablecoins without the supercycle
Recent commentary in the Financial Times and industry blogs has advanced the notion of a “stablecoin supercycle”, which is a period in which stablecoin…
 • Alexandru-Stefan Goghie
(Repo) fails and flows
In financial markets, the plumbing of short‑term funding is as critical as the visible flows of cash and credit.
 • Alexandru-Stefan Goghie
Latency as Alpha
How HFTs Could Spark a Market Scandal
 • Alexandru-Stefan Goghie
AI Data Centre Buildout: Who Writes the Check, and How
As you have probably heard, the rapid expansion of artificial intelligence workloads is reshaping the capital stack for data centres.
 • Alexandru-Stefan Goghie
SRT-ification of hidden risks
Even if some of you are already familiar with this instrument, in recent days new discussions have emerged about how the Synthetic Risk Transfer (SRT…
 • Alexandru-Stefan Goghie
T-Bills and RMPs: Still not QE
The Federal Reserve’s decision to end quantitative tightening (QT) this week has immediately triggered a new wave of speculation about what will follow.
 • Alexandru-Stefan Goghie
Why should we care about eSLR?
I know that for many of you, this may not be news, and you may have already seen it elsewhere, but I still feel compelled to discuss it.
 • Alexandru-Stefan Goghie
Alexandru Stefan Goghie
Alexandru Stefan Goghie
Macro, Money & Markets - A Weekly Breakdown. Your go-to source for in-depth analysis of global macro trends, monetary policy shifts, and market dynamics. Frequent insights decoding key developments shaping the economy and financial system.
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