a few (weekly) observations from the sellside and the economic / rate HIKE week ahead
thebondbeat.substack.com
Morning. With news making rounds of a Russian striking Ukranian base near the Polish border (ie striking closer TO NATO member — ‘likely a MESSAGE’ -ZH), seems to me that news is of more expansion OF offensive as opposed to whatever red-headline drove risk / yields Friday
a few (weekly) observations from the sellside and the economic / rate HIKE week ahead
a few (weekly) observations from the sellside…
a few (weekly) observations from the sellside and the economic / rate HIKE week ahead
Morning. With news making rounds of a Russian striking Ukranian base near the Polish border (ie striking closer TO NATO member — ‘likely a MESSAGE’ -ZH), seems to me that news is of more expansion OF offensive as opposed to whatever red-headline drove risk / yields Friday