o/n (good long-end buying despite 'still challenging liquidity); shorts being squeezed but no losses yet, they say; Waller; Ali v Liston, Russia v Ukr? and Happy Rubber Ducky Day ... #gotGAS?
o/n (good long-end buying despite 'still challenging liquidity); shorts being squeezed but no losses yet, they say; Waller; Ali v Liston, Russia v Ukr? and Happy Rubber Ducky Day ... #gotGAS?
thebondbeat.substack.com
Good morning and TGIF. … The pace of tightening will depend on the data. One possibility is that the target range is raised 25 basis points at each of our next four meetings. But if, for example, tomorrow's PCE inflation report for January, and jobs and CPI reports for February indicate that the economy is still running exceedingly hot, a strong case can be made for a 50-basis-point hike in March
o/n (good long-end buying despite 'still challenging liquidity); shorts being squeezed but no losses yet, they say; Waller; Ali v Liston, Russia v Ukr? and Happy Rubber Ducky Day ... #gotGAS?
o/n (good long-end buying despite 'still…
o/n (good long-end buying despite 'still challenging liquidity); shorts being squeezed but no losses yet, they say; Waller; Ali v Liston, Russia v Ukr? and Happy Rubber Ducky Day ... #gotGAS?
Good morning and TGIF. … The pace of tightening will depend on the data. One possibility is that the target range is raised 25 basis points at each of our next four meetings. But if, for example, tomorrow's PCE inflation report for January, and jobs and CPI reports for February indicate that the economy is still running exceedingly hot, a strong case can be made for a 50-basis-point hike in March