o/n; (Economist)MAGAZINE COVER as indicator? (tech)FI outlook; cross asset cover for higher rates; tactical steepener's risk scenarios; negative yield debt in decline (a positive for FI investors?)
o/n; (Economist)MAGAZINE COVER as indicator? (tech)FI outlook; cross asset cover for higher rates; tactical steepener's risk scenarios; negative yield debt in decline (a positive for FI investors?)
thebondbeat.substack.com
In light the all the central banking, geo-political (false flags, attacks, oil price spikes) and earnings angst of the past 24-48hrs and with NFP straight ahead it’s best to say even LESS than normal here and now. No promises, but I’m tryin’, really I am, to allow the dust to settle and THEN attempt to consider all the facts.
o/n; (Economist)MAGAZINE COVER as indicator? (tech)FI outlook; cross asset cover for higher rates; tactical steepener's risk scenarios; negative yield debt in decline (a positive for FI investors?)
o/n; (Economist)MAGAZINE COVER as indicator…
o/n; (Economist)MAGAZINE COVER as indicator? (tech)FI outlook; cross asset cover for higher rates; tactical steepener's risk scenarios; negative yield debt in decline (a positive for FI investors?)
In light the all the central banking, geo-political (false flags, attacks, oil price spikes) and earnings angst of the past 24-48hrs and with NFP straight ahead it’s best to say even LESS than normal here and now. No promises, but I’m tryin’, really I am, to allow the dust to settle and THEN attempt to consider all the facts.