sellside observations from the week that was AND which will be (Jan 16): "Highest Bond Inflows In 18 Months"; updated (LOWERED) rate calls; sell 10s (outright) but then, buy vs...
sellside observations from the week that was AND which will be (Jan 16): "Highest Bond Inflows In 18 Months"; updated (LOWERED) rate calls; sell 10s (outright) but then, buy vs...
thebondbeat.substack.com
Good afternoon and what a week just passed … ZH: Stocks, Bonds, Gold, & Crypto Soar As Markets Call Fed's Bluff The world and his pet rabbit appear to believe that a 'soft landing' is imminent and 'peak inflation = peak Fed tightening' and so this week saw financial conditions loosen dramatically
sellside observations from the week that was AND which will be (Jan 16): "Highest Bond Inflows In 18 Months"; updated (LOWERED) rate calls; sell 10s (outright) but then, buy vs...
sellside observations from the week that was…
sellside observations from the week that was AND which will be (Jan 16): "Highest Bond Inflows In 18 Months"; updated (LOWERED) rate calls; sell 10s (outright) but then, buy vs...
Good afternoon and what a week just passed … ZH: Stocks, Bonds, Gold, & Crypto Soar As Markets Call Fed's Bluff The world and his pet rabbit appear to believe that a 'soft landing' is imminent and 'peak inflation = peak Fed tightening' and so this week saw financial conditions loosen dramatically