sellside observations for the week ahead (3/20) - stuff to read before Crisis TV returns (Sunday afternoon, 4p?) with news of UBS deal to buy CSFB (?); annotated FF; message from curve
sellside observations for the week ahead (3/20) - stuff to read before Crisis TV returns (Sunday afternoon, 4p?) with news of UBS deal to buy CSFB (?); annotated FF; message from curve
thebondbeat.substack.com
Good morning / afternoon / evening. Please choose whichever one fits best as you stumble through all the noise on the intertube (present company included) and are attempting to making your way from now until markets open Sunday evening … planning your trades and trading your plans.
In this swarm of narratives we'll, likely as not, never know which is the real Cassandra. Such a confused din suggests it may really all be, in one ERA and out with the other, after all is said and done.
In this swarm of narratives we'll, likely as not, never know which is the real Cassandra. Such a confused din suggests it may really all be, in one ERA and out with the other, after all is said and done.