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Moreover, the financing and repo mkts might care, since some participants have ratings-driven mandates.

This is a reasonably detailed look at it and it says "bipartisan" on the cover :). http://www.bipartisanpolicy.org/sites/default/files/Debt%20Ceiling%20Analysis%20FINAL.pdf

Well, Meriwether seemed to enjoy it so much he just had to do it again (and again)...

My pleasure... I think your idea has merit. In fact, there's a whole array of ideas that you can come up with. The problem isn't that there are no solutions. It's all about the rigidity of the current setup and the lack of will to make any systemic changes. And yes, I agree that, as of...

Moreover, the CME is now imposing haircuts on t-bills and UST posted as collateral. Both circulars here: http://www.cmegroup.com/tools-information/lookups/advisories/clearing/files/Chadv11-262.pdf http://www.cmegroup.com/tools-information/lookups/advisories/clearing/files/Chadv11-257.pdf

I tell you what my real concern is. This: http://www.cmegroup.com/tools-information/lookups/advisories/clearing/files/Chadv11-262.pdf http://www.cmegroup.com/tools-information/lookups/advisories/clearing/files/Chadv11-257.pdf

Money under the mattress?

I think it's just the FT, judging by the putrid pink color of the background :).

Yep, I am in agreement with you on that... USD is a pezza di merda, indeed.

And here I thought it was the debt ceiling shenanigans that were to blame for the weak USD.

Not the adult type, though...

What sort of comment do you expect?

Ahem, and if, god forbid, the debt ceiling shenanigans result in a missed coupon, have you considered what that means for the 2yr note? I'd be very careful suggesting trades like this if I were you...

OKI, fine, we can't possibly continue to argue this way. You have yourself a nice day!

I haven't read anything into anything. I am just asking you to answer a simple question, nothing more, nothing less. How hard can that be?

Where did I say anything about "the entire point of the article"? This has nothing to do with my argument, so I have no idea why you would bring it up. If I misquoted the statement made by the author, pls don't hesitate to say so. Otherwise, finally and for the last time, are you capable...

Incorrect... I have quoted the author of the article verbatim. The exact statement was: "For, from Greece to Ireland to Portugal to Italy, from California to Wisconsin to New Jersey to New York, the crisis of the West is a crisis of liberalism". I have nothing to say and haven't said anything...

Treasuries: 10y initial margin +18%, 5y initial margin +28.5%, long bond and Ultra initial margin arnd +10%

So which of my two statements, a), b), both or neither, are you specifically in disagreement with?

That's the famous S&M model, innit? And I am not talking about Scholes and Merton or nuthin' like that :).