a few observations from the sellside, MESSage from the curve, 5yr spec short base UP and the economic / FUNduh-mental weak ahead
thebondbeat.substack.com
Good afternoon. I may be alone here in NOT posting / offering a view of FRA/OIS and of stress (more below and/or ZH HERE) and I’ll only say that a couple weeks ago we weren’t talking of this. Perhaps it too can / will be TRANSITORY but for now, how one directs / uses this terminology may govern how one trades / invests and I’m not able to predict (guess) what can happen by days end let alone the turn of events with which the Fed will meet and consider in just about 10d, 2hrs (CME FedWatch Tool below).
a few observations from the sellside, MESSage from the curve, 5yr spec short base UP and the economic / FUNduh-mental weak ahead
a few observations from the sellside, MESSage…
a few observations from the sellside, MESSage from the curve, 5yr spec short base UP and the economic / FUNduh-mental weak ahead
Good afternoon. I may be alone here in NOT posting / offering a view of FRA/OIS and of stress (more below and/or ZH HERE) and I’ll only say that a couple weeks ago we weren’t talking of this. Perhaps it too can / will be TRANSITORY but for now, how one directs / uses this terminology may govern how one trades / invests and I’m not able to predict (guess) what can happen by days end let alone the turn of events with which the Fed will meet and consider in just about 10d, 2hrs (CME FedWatch Tool below).