o/n; shutting, defaulting and tightening; bond returns now skewed positively? a couple 'bottom lines' as FCI tightens and curve inversion coming; levered bearish bond bets BIGGEST IN YEAR
o/n; shutting, defaulting and tightening; bond returns now skewed positively? a couple 'bottom lines' as FCI tightens and curve inversion coming; levered bearish bond bets BIGGEST IN YEAR
thebondbeat.substack.com
Good morning. Risk is on, yields are UP (belly leading ahead of the FED … and they say common sense ain’t so common) and FT reporting It’s that much smaller highlighted h’line (expanded on by RTRS HERE) which seems to be driving the markets … That in mind, lets jump right in to,
o/n; shutting, defaulting and tightening; bond returns now skewed positively? a couple 'bottom lines' as FCI tightens and curve inversion coming; levered bearish bond bets BIGGEST IN YEAR
o/n; shutting, defaulting and tightening…
o/n; shutting, defaulting and tightening; bond returns now skewed positively? a couple 'bottom lines' as FCI tightens and curve inversion coming; levered bearish bond bets BIGGEST IN YEAR
Good morning. Risk is on, yields are UP (belly leading ahead of the FED … and they say common sense ain’t so common) and FT reporting It’s that much smaller highlighted h’line (expanded on by RTRS HERE) which seems to be driving the markets … That in mind, lets jump right in to,