Thursday, April 16, 2020

The Global Pandemic, the Repo Market, and the lack of Liquidity



The Global Pandemic, the Repo Market and the lack of Liquidity

“Those who do not remember the past are condemned to repeat it” -Santayana

It was bad before the virus
The corona virus may simply be a trigger of America’s economic strains and imbalances which existed before the pandemic.

As indicated by the Repo market, the economy was suffering before the corona virus. The corona virus only made things worse.

Before the virus, prices for equities were at an all-time high in comparison to their earnings. The yield curve was inverting— a warning indicator of potential economic distress – where there’s a switch to short term bonds yielding more than long term bonds – when normally long term bonds have higher yield, since there is additional risk for lending money at a longer duration.

The worst part is not just how businesses and cities have to shut down. But it alerted business and lenders of the risks of default. With record low yields of 0.3%, speculators buying bonds anticipate the Federal Reserve to print a bunch of money and buy into the U.S treasuries, causing the yield to drop even further and for bond prices to go up.

Hotel chains such as Hilton, airlines, etc. may not survive without a bailout if they didn’t have enough cash on hand. During a catastrophe or a rainy day, don’t expect bankers to lend. The time when investing should be done is when capital is most scarce—when blood is on the streets, when banks don’t loan, and when investors don’t provide capital.

As of now, total debt the world has reached an all-time high again—USD 245-250 trillion. That is equivalent to about USD 32,500 per person on earth. The U.S’s national debt is about 23 trillion.

Jerome Powell’s refusal to lower bank’s reserve standards, deficit spending (U.S. government spending of $4.829 trillion is higher than its revenue of $3.863 trillion) and the short fall of liquidity banks were experiencing, all brewed the perfect storm. Policymakers had planned 2019 to scale back operations in the market for repurchase agreements, or Repo, through which dealers can borrow cash. But as the economic threat posed by the corona virus increased, the Fed pivoted to offering almost unlimited support in the overnight lending markets for cash.

So, after 20-30 years of huge money printing, what do central banks have to do?
Print a lot more. Can this printing continue infinitely without implications?
China has also printed a huge amount of money. Germany and many countries have government bonds in issue that has zero or negative interest rate. And yet, Germany was heading towards a recession before the corona virus.

As an investor, when we want to preserve the purchasing power of our money, do we buy negative interest government bonds?  No.

So, who buys them? Speculators.

What’s not going up, as far as prices go, is corporate debt.

Speculators can make 30 percent profits buying and selling negative interest rate bonds. This sounds unbelievable. Also high yield corporate debt or junk bonds.

Up until this point, pension funds and hedge funds have been struggling to find higher yields, so they ventured into riskier junk bonds. When the economy was good, there was demand and it could be sold off. The moment that turns, the interest rate on these corporate debts go up.

If speculators realize how risky these trade are, they won't do it.

Zombie companies created by low interest rates
Companies did buybacks funded by their junk bonds to increase their treasury stock, but didn’t realize that a prolonged virus required contingency funds. Junk bonds were issued, and from the funds, companies purchased their own stock instead of reinvesting it back it to their company.

These zombie companies with poor capital structures and convoluted balance sheets only existed due to a low interest market. Once the tide goes out, we will see who was swimming without their pants. Pension funds who held these corporate junk bonds will now suffer.

A further downgrade by Moody’s or S&P, and the pension funds will have no choice but to sell off these bonds. Once these bonds are sold, prices go down, and interest rates will really go up—companies will have to sell their stock to pay back bond holders to avoid bankruptcy. Bonds will rise, and stocks will drop and there will be a credit market crunch with lots of downgrades.

Even though we see the mortgage rates dropping, this is the calm before the storm. Once you see the real unemployment rates rise due to the corona virus, you’ll see a very different story taking place. Ask yourself, why is there suddenly a rise in MBS issuance (mortgage-backed securities)?  

Printing money- how long can this continue for?
For countries with high tax rates, who still experience budget deficits— how are governments going to refinance their low interest rate bonds to support their expenditures? Pay a higher interest rate. But, they can’t. If they do, interest rates go up and the world goes into deep depression.

If they don't, how do they pay? By printing more money. The U.S. central bank, or the Federal Reserve, has more than $5.9 trillion of assets on its books - the equivalent of more than a quarter of annual U.S. economic output before the crisis.

Economists are lost and they don't know what happens next.

At the very least, the printing of money took place under Greenspan in a big way.
Then Bernanke.
Then Yellen
Then Jerome Powell

In other words, 20-30 years. The last 2 to 3 decades.

Printing of money has two direct effects -
Asset prices go up for stocks and real estate.
Interest rate go down.

Why?

An increase in the supply of money - money is devalued against assets, real estates, and shares of businesses. Therefore it appears that asset prices went up.

Interest rate is really just the rent that borrowers pay for use of the money—
As there was more money printed, the supply of money went up and the rent (i.e. interest rate) for money went down.

Low interest rates - business firms want to borrow more.
High asset prices - business firms now have more assets to mortgage and use as collateral

Historically, most economic and financial market crashes were brought about by the collapse of credit markets. Businesses suddenly cannot borrow the money they want and have to repay their loans.

When interest rates go up, businesses makes less profits and the economy contracts. Stock markets go down. Or businesses need to sell assets to pay their debts. Asset prices go down.

Corporate borrowings are now as high as on the eve of the 2008 economic collapse known as the Global Financial Crisis. They call it the Great Recession. Remember? That's a banker's way of avoiding the admission of a depression.

Use of Discount Window in 2008 crisis

Traditionally, during monetary emergencies, institutions borrow credit from the Fed’s lending facility called the Discount Window to rescue insolvent entities that fail to secure a counterparty.

However, there is a problem: the Discount Window is exposed to the public. If an entity is a public company and applies for emergency funds via a lending facility, the institution exposes it’s insolvency to society, but, more importantly, shareholders.

During the financial crisis, both Bear Sterns and Lehman Brothers taught us that stock prices can go to zero when there’s even a hint of distress. A collapse in share prices leads to the inevitable bank run, and due to the fragility of the global, interconnected banking system, financial contagion will spread quickly. When Bank of America purchased Merrill Lynch in 2008, if they waited a few more days, the panic in the markets would have given them an even cheaper discount.

But, if the Fed’s role is to maintain confidence, then the discount window becomes obsolete.
Instead, they needed a way to save struggling institutions “off the books” to maintain stability in the financial system.

The “Anonymous” Repo Market and how it works

The Fed has achieved anonymity by intervening in the repo (repurchase agreement) market.

Banks, finance companies, investment banks, and money market funds all participate in short term borrowing and lending on a market called the repo (repurchase agreement) market. It is an important mechanism for short term (overnight to 2 days) borrowings amongst banks.

The repo market provides the cash and liquidity for financial firms to run their daily operations. It is the grease to the gears of the economy. When the repo market chokes and cash stops flowing, trouble can reverberate through the economy.

The repo market is a very fast way of lending and borrowing short term. Basically the borrower puts up US government Treasuries bond to lenders to borrow up to 40 days. Instead of entering into a complex mortgage and loan agreements, the borrower just sells the Treasuries to lenders, and agrees to buy them back in a few days at a time, at a higher price. The price difference is the interest payment.
Because of the repurchase agreement, the market is called the Repo market with USD 1-2 trillion dollars per day of transactions. The usual interest rate or the effective federal funds rate is around 2 percent to meet their reserve requirements. The effective federal funds rate is set by the Federal Open Market Committee, or FOMC.

Contrary to popular belief, the Federal Reserve’s policy prohibits smaller banks and troubled institutions from intervening directly within the repo market. They must deposit securities — mostly in the form of treasuries — into the reserve accounts of primary dealers: major financial institutions such as J.P Morgan and Deutsche Bank, who then use the collateral to trade with other Repo market participants.

Conveniently, repo transactions are completely anonymous, and while the Fed records how much they inject in the repo market, what primary dealers then do with the collateral is a complete mystery.

So when any institution gets into trouble, the central bank/Fed transfers emergency funds to the primary dealers, who then transfer the funds to the distressed entity: a hidden interbank bailout. It gets more interesting when you realize foreign banks have access to the repo market, meaning the Fed can rescue any global financial institution in secret — hidden from the public eye.

BUT...
Liquidity in Repo Markets Tighten

On 17 September 2019, suddenly lenders were reluctant to lend.

Lenders perceived huge financial default risks. Fear is fear. Cash got tighter; people speculated the Fed wanted to shrink its own balance sheet.

Overnight repo rates surged to as high as 8.5%, while the Fed’s benchmark/effective fund rate is normally traded at 2.25%, the top end of the range that the central bank/Fed targets.

Reason 1: Tax payment date for banks and treasury debt schedule to settle
September 16 was the cut off for U.S bank’s quarterly tax payments, so a lot of money was sucked out of accounts and deposited into the treasury. September 16 was also the date that 78 billion of treasury debt was scheduled to settle.

Reason 2: Regulation for additional reserves kept by banks
Others blame post 2008-crisis regulations for banks and lenders to have additional reserves. This rule for reserves is called the liquidity coverage ratio (LCR), where the FDIC (Federal Deposit Insurance Corporation) and Federal Reserve System (Board) requires a certain amount of reserves or cash on hold at the Fed at all times to absorb shocks from economic events. Problems complicate when credit tightens.

                                   

Reason 3: Supply and Demand Imbalance from Previous QE

Between 2008 and 2014, the Fed engaged in Quantitative Easing (QE) to stimulate the economy. The Fed created reserves to buy securities, dramatically expanding its balance sheet and the supply of reserves in the banking system. As a result, the pre-crisis framework no longer worked, so the Fed shifted to an “ample reserves” framework with new tools – interest on excess reserves (IOER) and overnight reverse repos (ONRRP), both interest rates that the Fed sets itself – to control its key short-term interest rate.

In January 2019, the Federal Open Market Committee – the Fed’s policy committee – confirmed that it “intends to continue to implement monetary policy in a regime in which an ample supply of reserves ensures that control over the level of the federal funds rate and other short-term interest rates is exercised primarily through the setting of the Federal Reserve’s administered rates, and in which active management of the supply of reserves is not required.”

When the Fed stopped its asset purchasing program in 2014, the supply of excess reserves in the banking system began to shrink. When the Fed started to shrink its balance sheet in 2017, reserves fell faster.


But the Fed didn’t know for sure the minimum level of reserves that were “ample,” and surveys over the past year suggested reserves wouldn’t grow scarce until they fell to less than 1.2 trillion. The Fed apparently miscalculated, in part based on banks’ responses to Fed surveys. It turned out banks wanted (or felt compelled) to hold more reserves than the Fed anticipated and were unwilling to lend those reserves in the Repo market, where there were a lot of people with Treasuries who wanted to use them as collateral for cash. As demand exceeded supply, the Repo rate rose sharply.

The Fed Intervenes to save the day
Jerome Powell has stated that he would rather raise the reserves and provide extra funding from the Fed itself, rather than lower the standards for liquidity requirements for banks.

When the Fed first intervened in September 2019, it offered at least 75 billion in daily repos and 35 billion in long-term Repo twice per week. Subsequently, it increased the size of its daily lending to 120 billion and lowered its long-term lending. But the Fed has signaled that it wants to wind down the intervention: Federal Reserve Vice Chair Richard Clarida said, “It may be appropriate to gradually transition away from active Repo operations this year,” as the Fed increases the amount of money in the system via purchases of Treasury bills.

On October 2019, the Fed started buying short term treasuries at 60 billion a month until June of 2020 to bring back liquidity in the Repo market.

Pseudo “Liquidity”

So the repo market carried on, as they now have pseudo "liquidity"—life support from the Fed. Lenders would not have to worry if borrowers would not repurchase or if they’re unable to— that is the way the Fed tells the story. But most people have not thought deeply about the function of propping up treasury prices.

While Jerome Powell wants to improve liquidity, he doesn’t want the U.S to go further in debt by printing more money and buying an excess amount of treasuries. But by buying the treasury stocks from banks to keep the market going, the Fed also brings up the treasury prices, driving yield lower temporarily.

The idea is that through large-scale purchases of various types of bonds - mostly Treasuries and mortgage-backed securities – helps ensure that longer-term interest rates like those for mortgages and car loans remain low and helps keep major purchases affordable for consumers and businesses.

What’s scary is that there is less liquidity in U.S markets today than in the 2008-2009 financial crises. Basically, Jerome Powell is trying to fix the plumbing issue without changing monetary policy. The Fed will continue purchasing T-Bills to grow their balance sheet, but they don’t want to print more money.

The Fed also blamed J.P Morgan for not lending in particular. The U.S’s largest 4 banks, which includes: J.P Morgan, Bank of America, Wells Fargo, and Citi Group, are so big, they can influence the entire Repo market.

By December 2019, the Fed apparently has 4 trillion USD out in into the Repo market already. The FRA-OIS spread: the difference between 3-month LIBOR (the interbank lending rate) and the overnight index rate (the central bank/Fed’s risk-free rate), is widening at a rapid pace, and showing building pressure within funding markets. Clearly, liquidity is still scarce.

When the Fed cut rates back to near zero on March 15, 2020 it restarted these large-scale purchases and is now doing so with an open-ended commitment.

With the Corona Virus, the Fed stepping up quantitative easing and straight up buying from the banks—the Repo facility was originally from twice a day to the Fed swooping in once a day to pick up treasuries and once a week on the long term Repo to once every two weeks. The Desk had started the afternoon overnight Repo ops on March 18.

Scale back in Treasury purchases from the Fed

The Fed is now gradually reducing the scale of Treasury purchases, going down to 50 billion per day in the month of April from 75 billion per day at the end of March.

On March 31, the Fed also broadened its Repo agreements with foreign central banks, allowing them to exchange their holdings of U.S. Treasury securities for overnight dollar loans.

In light of more stable repurchase agreement (Repo) market conditions, the New York Fed is reducing the frequency of some Repo operations starting May 4, 2020. The Fed's Open Market Trading Desk plans to return to once-a-day overnight Repo operations from the current twice-a-day schedule by eliminating the afternoon overnight operation.
Three-month Repo operations will be conducted to once every two weeks from once a week.
It will continue to conduct one-month Repo operations once per week.





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