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(USTs lower on avg volumes)while WE slept; OJ; "A Rise in Bond Yields Typically Ends With A Financial Accident" -BCA; bond mkt's 38mo…
Good morning … USA avoided a shutdown giving boost TO equity futures CONFIDENC (? … and yields) despite / because of short-term nature of the deal AND…
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weekly observations (October 2); bond bulls givin' UP; hikes DONE (Williams); "Beyond The Landing" -GMO
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 higher, belly leading on above avg volume) while WE slept; "Here Is What Stops, And What Doesn't, When The Government Shuts Down This…
Good morning … With lots of moving parts overnight including a BoJ bond buying (bonanza? no, not really at what I’ve heard to be an operation of just…
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weekly observations (9/18)
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weekly observations (8/21)
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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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(USTs are lower, STEEPER on ~120% avg vol) while WE slept; Ka$kari, (a)durable goods; "For the first time this year, Bloomberg's 60/40 is…
Good morning … Yesterday was fun ( boy that accelerated quickly … OR a boiling frog sort of analog — please choose one). Or so I’m told and can surmise…
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(USTs higher, flatter on above avg volumes) while WE slept; rate CUTS in March (? Apollo ?) vs "Global liquidity: The honeymoon looks to be…
Good morning … Okie dokie … I’ll spare you the Field of Dreams (build it and they will come) video where ‘IT’ is concession (ie 2yy over 5%) and note…
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(USTs 'modestly higher' on above avg volumes) while WE slept; UAW strike = higher 'flation; 10yy simply back to 'avg'; what to make of…
Good morning … what did I miss? Allow me to lean on one of Global Wall Streets popular kids to answer, … the biggest story yesterday was the dramatic…
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Random rainy day thoughts (DiMartino + Hunt = must see TV and knowledge)
Watching some football and wanted to offer just a couple more random thoughts (in addition to what little offered yesterday) ahead of futures open …
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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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