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while WE slept: USTs rangebound ahead of PCE; Global Wall on GDP, NFP, Sahm rule and some"R-Stargazing" ...
Good morning … 5yy and 7yy auctions both in rear-view mirror and long end USTs got clubbed on Wednesday along with BIG tech’s MAG7 … Seems as thought…
while WE slept: USTs FLAT ahead of flash PMIs; "The facts have changed, so I’ve changed my mind ..." -DUDLEY (Fed should cut rates NOW)
Good morning … Given lack of any significant economic / macro FUNduhMENTAL data (and resisting the urge to become uber fatalistic about the MAG7…
while WE slept: USTs are steady in quiet newsflow; "... constrictive monetary and fiscal factors..." (=lower yields -HIMCO) vs "Where Is the…
Good morning … what did I miss? DANGIT … I step away for a couple days and the entire world’s turned into a great big shook up giant snoglobe !!?? !!
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weekly observations (07.22.24): market pricing = rate cuts already (WFC visual); 30% population w/LARGE equity portfolio (supporting…
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends…
5
while WE slept: USTs steady, equities under pressure; "Fed priced to be MOST dovish in world" (may be wrong -DB) and this same pricing…
Good morning … and, Surprise!
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while WE slept: Bonds bid following JPOW; Trump trade (bull / bear steepener?); "The earlier reactions point to a potential increase of…
Good morning … JPOW has spoken and the bond market continues to listen … Here’s a look at 7yy (for no apparent reason other than I offer a more…
3
while WE slept: USTs dipped on open but then dragged off lows by EGBs; Trump trades vs 'What Does Falling Inflation Mean for Stocks?'
Good morning … Reuters: Trump-victory trades to swell after shooting, investors say … Before the shooting, markets had reacted to the prospect of a…
5
weekly observations (07.15.24): change of Fed call; buy 5s on dip; longs of 10s and ...
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends…
5
while WE slept: USTs give back some CPI gains; future of the '60/40'; 'Treasuries Wipe Out This Year’s Loss as Traders Bet on Rate Cuts…
Good morning … THAT was fun … CPI, a SLOPPY long bond auction (on heels of 2 other great auctions) and a press conference all topped off with a FREE…
1
while WE slept: bonds are 'flat/lower' ahead of CPI; "The Kuiper Belt.." (DB on 100yrs of BAA vs 3m TBILL yld); 'Bond Traders Built Bets on…
Good morning … With CPI and liquidity provisioning straight ahead, I SHOULD be brief (but I won’t, you know that) as it’s quite likely that by the time…
while WE slept: USTs modestly firmer ahead of JPOW, supply ; policy rules = SEPT cut; "...it is starting to look like rate cuts are too…
Good morning … ahead of this afternoons $39bb 10yr auction …
3
while WE slept: USTs softer ahead of JPOW, supply; FOMC mins NLP Analysis: Weakened consensus (Barclays); immigration lowered infl…
Good morning … Ahead of today’s JPOW testimony (see latest Monetary Policy Report noted HERE) and ahead of today’s $58bb 3yr auction …
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