sellside observations for the week ahead (12/12); BLKs 'rethinking bonds' (stays bearish), BMO bullish for 2023, and BoEs thinking about costs LARGE bond trades
sellside observations for the week ahead (12/12); BLKs 'rethinking bonds' (stays bearish), BMO bullish for 2023, and BoEs thinking about costs LARGE bond trades
Good Afternoon. PPI and UMISS-again happened and as data points of interest ahead of this coming weeks double header of supply MONDAY and long bonds Tuesday to clear the decks for the FOMC then WED … well, a couple ZH links ZH: Core Producer Prices Surged In November; Food & Brokerage Costs Spiked
All our times have come
Here, but now they're gone
Seasons don't fear the inversion
Nor do the wind, the sun, or the rain
(We can be like they are)
Come on, baby
(Don't fear the inversion)
Baby, take my hand
(Don't fear the inversion)
We'll be able to fly
(Don't fear the inversion)
Baby, I'm your bond fund manager
La, la la, la la
La, la la, la la