sellside observations; 60/40 not dead (yet, again); LUDICROUS speed! the bond market in historical context (1994, 2003); QT = 'X', FRBAtlanta solves for 'X'; and a couple economic calendars ...
sellside observations; 60/40 not dead (yet, again); LUDICROUS speed! the bond market in historical context (1994, 2003); QT = 'X', FRBAtlanta solves for 'X'; and a couple economic calendars ...
thebondbeat.substack.com
Good morning. I hope your day is going better than Sergio Garcia on 5th hole earlier today. Atlanta Fed GDPNow may very well be named GDPLater as it decreased a touch in its latest iteration (-1.5% from -1.2% HERE), Friday. UoMICH seems to have moved the needle a bit (back from 100bps hike, stocks BID, etc) BUT as ZH noted there’s a big BUTT surrounding the release … Importantly, note
sellside observations; 60/40 not dead (yet, again); LUDICROUS speed! the bond market in historical context (1994, 2003); QT = 'X', FRBAtlanta solves for 'X'; and a couple economic calendars ...
sellside observations; 60/40 not dead (yet…
sellside observations; 60/40 not dead (yet, again); LUDICROUS speed! the bond market in historical context (1994, 2003); QT = 'X', FRBAtlanta solves for 'X'; and a couple economic calendars ...
Good morning. I hope your day is going better than Sergio Garcia on 5th hole earlier today. Atlanta Fed GDPNow may very well be named GDPLater as it decreased a touch in its latest iteration (-1.5% from -1.2% HERE), Friday. UoMICH seems to have moved the needle a bit (back from 100bps hike, stocks BID, etc) BUT as ZH noted there’s a big BUTT surrounding the release … Importantly, note