Mezinskis on TFTC is a good place t start. He goes into it. Some of my notes that are preliminary:
Hidden M3 Monetary Volumes and Inflationary Impact
Eurodollar Market Size
* Estimated Total Market: $14-16 trillion
* Untracked in Standard Inflation Calculations
* Potential Inflationary Contribution: 3-5% additional inflation annually
Repo Market Volume
* Daily Repo Market Transactions: $4-5 trillion
* Annual Equivalent: Approximately $1.4-1.8 quadrillion
* Potential Hidden Liquidity Impact: 2-4% additional inflation annually
Comprehensive Estimate
* Total Untracked Monetary Volume: $15-20 trillion
* Estimated Aggregate Inflationary Contribution: 5-9% of unreported inflation
Comparative Analysis
* Official Inflation Rate (2024): 3-4%
* Estimated Real Inflation Rate: 8-13%
* Additional Inflation from Untracked M3: 5-9%
Caveat: These are rough estimates based on financial market observations and require sophisticated econometric modeling for precise calculation.
pdj / PDJ
npub1jc…s3whq
2025-04-18 16:05:28
in reply to nevent1q…39d7
Author Public Key
npub1jcr32x73453qdjp9wplk5kp6mxhdzttrvl4dvfhtyj3f8punn2hqds3whqPublished at
2025-04-18 16:05:28Event JSON
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"content": "Mezinskis on TFTC is a good place t start. He goes into it. Some of my notes that are preliminary: \n\nHidden M3 Monetary Volumes and Inflationary Impact\nEurodollar Market Size\n* Estimated Total Market: $14-16 trillion\n* Untracked in Standard Inflation Calculations\n* Potential Inflationary Contribution: 3-5% additional inflation annually\nRepo Market Volume\n* Daily Repo Market Transactions: $4-5 trillion\n* Annual Equivalent: Approximately $1.4-1.8 quadrillion\n* Potential Hidden Liquidity Impact: 2-4% additional inflation annually\nComprehensive Estimate\n* Total Untracked Monetary Volume: $15-20 trillion\n* Estimated Aggregate Inflationary Contribution: 5-9% of unreported inflation\nComparative Analysis\n* Official Inflation Rate (2024): 3-4%\n* Estimated Real Inflation Rate: 8-13%\n* Additional Inflation from Untracked M3: 5-9%\nCaveat: These are rough estimates based on financial market observations and require sophisticated econometric modeling for precise calculation.",
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