The BondBeat

Share this post

(nearly UNCH, steeper on modest volumes...) while WE slept; spottin' THE turn in macro; 20% decline in house prices POSSIBLE (FRBDallas); UST liquidity (as viewed by those on Liberty Street)

thebondbeat.substack.com

(nearly UNCH, steeper on modest volumes…

Nov 16, 2022
4
1
Share this post

(nearly UNCH, steeper on modest volumes...) while WE slept; spottin' THE turn in macro; 20% decline in house prices POSSIBLE (FRBDallas); UST liquidity (as viewed by those on Liberty Street)

thebondbeat.substack.com

Good morning … Today the Dept of Treasury is throwing a LIQUIDITY EVENT (aka, 20yr Treasury auction) and any increase in liquidity (if only for a few hours of a trading session) will be greeted by those on Liberty Street as a welcome reprieve. Here’s where 20s stand,

Read →
  • New First
  • Chronological
© 2023 Substack Inc
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing