(belly leading selloff on 'statistically weak' volumes) while WE slept; bad news IS good; DFS chargeoffs; COLAs good (but not good 'nuff); yields 'bout to DROP (RoC...)
(touch steeper, strong volumes) while WE slept; soft landing narrative dead? foreign private buyers BOUGHT and China sold (again); debt ceiling drama GUIDE (WFC); HIMCO bullish; some 30yy levels ...
(USTs higher, flatter on nearly DOUBLE avg volumes -- thanks BoJ!) while WE slept; and long bonds 'threatening an irregular topping structure BELOW 3.405/3.355%'
(USTs lower, steeper on about avg volumes) while WE slept; CHINA: blowout Q4 data; BoJ next source of global macro risks; "Bonds Over Stocks: The New 60-40 Portfolio" -WSJ
sellside observations from the week that was AND which will be (Jan 16): "Highest Bond Inflows In 18 Months"; updated (LOWERED) rate calls; sell 10s (outright) but then, buy vs...