The BondBeat

Home
Archive
About
NewTopDiscussion
Good afternoon. I hope this short note finds you well and staying warm. I ALSO hope that it finds you having sold 10yy against 200dMA (3.367%) … If so…
Good morning … ahead of NFP there’s very little insights I have to offer … and so, I’m not going to try, certainly not as hard as ZH notes a specific…
Good morning … BoE raises rates and says more hikes may be needed BUT the good news is they now see, … a much shallower projected decline in output than…
Good morning … A new day and a new month begins and with that, a quick look at 5yy MONTHLY I spy with my little eyes a peak in October as well as a turn…

January 2023

Good morning … 2yy continuing to triangulate (CFA level 5.2 terminology), Momentum appears overSOLD (bottom panel) as Global Wall Street arrives this…
Good morning … BP cuts long-term forecast for oil and gas demand and, as ZH notes (and is not alone) markets reacting MORE to hot ‘flation from Spain…
Good morning. While YOU Slept Treasuries have been led lower by intermediates overnight with the UK/EU markets following along amid locally 'overbought…
Good morning … HIMCOs quarterly updated was posted and I’ve mentioned it HERE, in the case you’ve not seen or heard. I’d ALSO note with BoJ and YCC…
Good morning … Foreign PRIVATE buyers were buyin … ZH: China Cut Treasury Holdings Again In November As World Piled Into US Stocks ALL the details from…
Good morning … Three things since last we left which are responsible for yesterday - and last night … I’ll begin with an uncharacteristically short-term…
Good morning … Not sure WHY this (simple, sans BBG) view of 30yy slows me down, Momentum (stochastics — bottom panel — crossing from overBOUGHT…
Good afternoon and what a week just passed … ZH: Stocks, Bonds, Gold, & Crypto Soar As Markets Call Fed's Bluff The world and his pet rabbit appear to…
© 2023 Substack Inc
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing