sellside observations from the week that was AND which will be (Jan 9th); short base INCREASING; 30yr total return mean reversion coming?
thebondbeat.substack.com
Good evening and Happy New Year!! Meet the new weekly post, same as the old weekly posts. I firmly believe that some degree of ‘structure’ and certainty in this world of new norms and old norms, is a good thing and so I’d like to continue along with format of attempting to help connect some of the dots of what I’m seeing along with what Global Wall Street is seeing.
sellside observations from the week that was AND which will be (Jan 9th); short base INCREASING; 30yr total return mean reversion coming?
sellside observations from the week that was…
sellside observations from the week that was AND which will be (Jan 9th); short base INCREASING; 30yr total return mean reversion coming?
Good evening and Happy New Year!! Meet the new weekly post, same as the old weekly posts. I firmly believe that some degree of ‘structure’ and certainty in this world of new norms and old norms, is a good thing and so I’d like to continue along with format of attempting to help connect some of the dots of what I’m seeing along with what Global Wall Street is seeing.