repo funding rates are predictors within this global, multi-factor liquidity context you can use them to understand liquidity flows in the near future this is also because repo markets are short-term debt instruments - so the signal is also more short-term

Illya Gerasymchuk 2025-07-07 18:31

regarding liquidity flows - repo markets are just one of the sources so it’s more useful when you combine it with others, such as the central bank policies, how much short-term debt is maturing, and the overall leverage level