sellside observations; China CUTS; Biden reverses; 2s5s (aka THE Bible) on stairway to heaven? balance sheet policy NOT driver of curve and economic calendars
sellside observations; China CUTS; Biden reverses; 2s5s (aka THE Bible) on stairway to heaven? balance sheet policy NOT driver of curve and economic calendars
thebondbeat.substack.com
China CUTS RRR ‘to foam the runway for slow-conomy’ (ZH) Empire State Mfg SOARS. BUT … then there’s the outlook 6mo from now ‘Earl blasting off OR heading back TO $60? Triangulation noted HERE by KIMBLE There is nothing which takes place, actions made / taken — in life and markets — without consequences.
sellside observations; China CUTS; Biden reverses; 2s5s (aka THE Bible) on stairway to heaven? balance sheet policy NOT driver of curve and economic calendars
sellside observations; China CUTS; Biden…
sellside observations; China CUTS; Biden reverses; 2s5s (aka THE Bible) on stairway to heaven? balance sheet policy NOT driver of curve and economic calendars
China CUTS RRR ‘to foam the runway for slow-conomy’ (ZH) Empire State Mfg SOARS. BUT … then there’s the outlook 6mo from now ‘Earl blasting off OR heading back TO $60? Triangulation noted HERE by KIMBLE There is nothing which takes place, actions made / taken — in life and markets — without consequences.