(USTs lower, steeper on about avg volumes) while WE slept; CHINA: blowout Q4 data; BoJ next source of global macro risks; "Bonds Over Stocks: The New 60-40 Portfolio" -WSJ
(USTs lower, steeper on about avg volumes) while WE slept; CHINA: blowout Q4 data; BoJ next source of global macro risks; "Bonds Over Stocks: The New 60-40 Portfolio" -WSJ
thebondbeat.substack.com
Good morning … Not sure WHY this (simple, sans BBG) view of 30yy slows me down, Momentum (stochastics — bottom panel — crossing from overBOUGHT extremes) are adding some BEARISH momentum. At the very least, rates will need some TIME AT A PRICE to work that off. That bigger picture somewhat less granular view in mind,
(USTs lower, steeper on about avg volumes) while WE slept; CHINA: blowout Q4 data; BoJ next source of global macro risks; "Bonds Over Stocks: The New 60-40 Portfolio" -WSJ
(USTs lower, steeper on about avg volumes…
(USTs lower, steeper on about avg volumes) while WE slept; CHINA: blowout Q4 data; BoJ next source of global macro risks; "Bonds Over Stocks: The New 60-40 Portfolio" -WSJ
Good morning … Not sure WHY this (simple, sans BBG) view of 30yy slows me down, Momentum (stochastics — bottom panel — crossing from overBOUGHT extremes) are adding some BEARISH momentum. At the very least, rates will need some TIME AT A PRICE to work that off. That bigger picture somewhat less granular view in mind,