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weekly observations (9/25th); "... We raise our year-end 2023 UST 10Y yield forecast from 3.0% to 3.5% to reflect the Fed’s actions ..." and…
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends…
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(USTs 'modestly' higher, belly BEST on SOLID volumes)while WE slept; households BUYIN', CEOs worried, rates hitting multi year HIGHS (here…
Good morning … rates UP, stocks down. Central banks take a pass (temporary or not — to be determined). Latest was overnight where the BOJ left rates…
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(USTs MIXED, 'sharply steeper' on ~225% avg volumes)while WE slept; researching 'carefully'
Good morning … what did I miss? Besides the BoE just now — I’ll leave this alone until tomorrow and for now, I think I’ll study all the FOMC recaps …
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weekly observations (8/21)
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weekly observations (9/18)
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weekly observations (5/22); record short 2s, some levels to watch and ... got 5s? a roadmap TO a June HIKE (and reasons to be wary of stks)
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(USTs modestly higher on light volumes)while WE slept; 10s a 'screaming buy'; portfolio balance channel (circa 2012, Bernanke)
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weekly observations (06/05); increased vol forcing SOME out of trades while net (large)specs sport LARGEST EVER short 10yr into 'blackout…
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before WE sleep; USTs fresh 16 yr high; Canada CPI beats; 2yy levels to watch as others thinking 'bout 10s TO 2.50% (AB)
Good evening … In my earlier note today I neglected to mention I’ll be traveling tomorrow and so i’ll be out of pocket (have your girl contact my girl…
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(USTs unch, steeper on about avg volumes) while WE slept; 50c on the dollar; 10yy since 1850 (in context of recessions)
Good morning … Bonds, they say, have more fun … Here you can see BONDS clinging to ‘support’ last seen back in October and momentum (stochastics, bottom…
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(USTs are lower/flatter on extremely light volumes)while WE slept; Broadway show traffic extremely 'light'; Nasdaq vs. Treasuries (Crescat)
Good morning, unless you are long and wrong as bond yields continue to drift higher: They say, ‘the trend is yer friend, ‘til it bends’ and while 10yy…
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weekly observations (9/18)
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends…
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(USTs are lower on nearly avg volumes) while WE slept; China data BEATS, UAW strikes (admin silent, so far) and on this day in '08 Lehman…
Good morning … Today is the anniversary OF Lehman bankruptcy declaration … this day always follows a very somber remembrance a few days earlier…
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(USTs mixed on light volumes)while WE slept; PBoC CUTS; REAL incomes fell; 'sticky prices' remained sticky (Atl FED); 2yy vs 55dMA and URATE…
Good morning … we interrupt your regularly scheduled programming with a reminder that ALL IS WELL in China RTRS (via CNBC): China cuts banks’ reserve…
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(USTs lower, steeper on avg volumes) while WE slept; more (BAML) 'evidence' on basis trade; a revised ('higher for longer' -CA) rates…
Good morning … as dawn breaks on this side of the globe (eventually, once the storm here passes), we’re being greeted by an ECB SOURCES story from…
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