(USTs marginally BID on light volumes)while WE slept; stocks v bonds; 2yy (sellers); TLT; excess savings 'depleted'; how to hedge it all
thebondbeat.substack.com
Good morning … #Got3s? Momentum DOES appear oversold AND CROSSING (bullishly) and while the Fed is likely to continue raising rates, one must wonder if its one and DONE or simply nearer the end of the cycle … whatever your view, you’ll get the chance to express it at
(USTs marginally BID on light volumes)while WE slept; stocks v bonds; 2yy (sellers); TLT; excess savings 'depleted'; how to hedge it all
(USTs marginally BID on light volumes)while…
(USTs marginally BID on light volumes)while WE slept; stocks v bonds; 2yy (sellers); TLT; excess savings 'depleted'; how to hedge it all
Good morning … #Got3s? Momentum DOES appear oversold AND CROSSING (bullishly) and while the Fed is likely to continue raising rates, one must wonder if its one and DONE or simply nearer the end of the cycle … whatever your view, you’ll get the chance to express it at