Given markets volatility AND that I’m not EVEN an innocent bystander these days, I’m gonna leave THIS POSITIONS UPDATE here, ahead of tomorrows FOMC. I will say that looked to ME to be a fairly robust bid for 5yr USTs and dunno ‘bout you BUT I’m happy to take 5min break (tomorrow) from supply and THEN figure out what — if anything — to do with 7yy.
cleaner positions into FOMC
cleaner positions into FOMC
cleaner positions into FOMC
Given markets volatility AND that I’m not EVEN an innocent bystander these days, I’m gonna leave THIS POSITIONS UPDATE here, ahead of tomorrows FOMC. I will say that looked to ME to be a fairly robust bid for 5yr USTs and dunno ‘bout you BUT I’m happy to take 5min break (tomorrow) from supply and THEN figure out what — if anything — to do with 7yy.