(USTs higher, curve 'sharply bull-flattening' on above avg volumes) while WE slept; "Frantic Dis-inversion In Treasury Curve May Have Further To Run" (framed as bearish duration)
(USTs higher, curve 'sharply bull-flattening' on above avg volumes) while WE slept; "Frantic Dis-inversion In Treasury Curve May Have Further To Run" (framed as bearish duration)
Good morning … While many / most continue debating how it is that HIGHER bond yields likely to do the Feds own TIGHTENING work for it and so, put us closer TO rate CUTS (? … WSJ “Higher Bond Yields Likely to Extend Fed Rate Pause” … ) it might be worth at least a topical mention of the other side of the coin?
THAT was some high octane reading big thanks. I highly recommend giving a listen to Jim Bianco being interviewed by Keith over at Hedgeye yesterday. Jim is RIGHT behind Lacy Hunt and DDB as far as must listens go imho. Jim's got some incredible thoughts & insights on where he thinks rates and the economy are headed.
I'm highly sympathetic to the plight of the Palestinians. Their lack of received help from their Arab state neighbors (Egypt sealing Gaza boarder tunnels and checkpoints for example) deserves its own documentary. But the biggest "L" (for LOSERS) must be awarded to The Squad and their mates over at the BLM. Tweeting-X'ing support for murderous and rapist Hamas paragliding militants many not age too well, just sayin'
THAT was some high octane reading big thanks. I highly recommend giving a listen to Jim Bianco being interviewed by Keith over at Hedgeye yesterday. Jim is RIGHT behind Lacy Hunt and DDB as far as must listens go imho. Jim's got some incredible thoughts & insights on where he thinks rates and the economy are headed.
I'm highly sympathetic to the plight of the Palestinians. Their lack of received help from their Arab state neighbors (Egypt sealing Gaza boarder tunnels and checkpoints for example) deserves its own documentary. But the biggest "L" (for LOSERS) must be awarded to The Squad and their mates over at the BLM. Tweeting-X'ing support for murderous and rapist Hamas paragliding militants many not age too well, just sayin'
Phenomenal article !!!
So much relevant information.....