o/n; mortgage mkt RECORD; Chinese (dis)inflation; world central bank money (and markets); bond market LIQUIDITY bad; watching CREDIT
thebondbeat.substack.com
Good morning. Markets are STEADY as they continue to digest all the ‘good’ news of Russian troops pulling back yesterday (ignoring PPI) AND ahead of this mornings (omicron impacted) ReSale Tales. Fully scapegoated ahead of time, at least we’ll have the data and a few hours of trading to prepare for this afternoons 20yr auction …
o/n; mortgage mkt RECORD; Chinese (dis)inflation; world central bank money (and markets); bond market LIQUIDITY bad; watching CREDIT
o/n; mortgage mkt RECORD; Chinese…
o/n; mortgage mkt RECORD; Chinese (dis)inflation; world central bank money (and markets); bond market LIQUIDITY bad; watching CREDIT
Good morning. Markets are STEADY as they continue to digest all the ‘good’ news of Russian troops pulling back yesterday (ignoring PPI) AND ahead of this mornings (omicron impacted) ReSale Tales. Fully scapegoated ahead of time, at least we’ll have the data and a few hours of trading to prepare for this afternoons 20yr auction …