(USTs mixed, pivoting steeper on light volumes ahead of NFP)while WE slept; SUPER Core (not so super)
thebondbeat.substack.com
Good morning … in these last couple hours ahead of NFP we’re left to our own devices and to contemplate yields, stocks (scary seasonals upon us) and whatever is on tap for the holiday weekend just ahead … which typically begins about 845a … soon as data digested, “A team” will call in from The Hamptons or ‘down the shore’ to yell at the “B team” — don’t buy ANYTHING or BUY EVERYTHING you can … or INCREASE / decrease desk hedge, etc … the next few hours of boredom interrupted by just a few moments of shear panic, aside, a WEEKLY (and MONTHLY, log - inset)look at ‘
(USTs mixed, pivoting steeper on light volumes ahead of NFP)while WE slept; SUPER Core (not so super)
(USTs mixed, pivoting steeper on light…
(USTs mixed, pivoting steeper on light volumes ahead of NFP)while WE slept; SUPER Core (not so super)
Good morning … in these last couple hours ahead of NFP we’re left to our own devices and to contemplate yields, stocks (scary seasonals upon us) and whatever is on tap for the holiday weekend just ahead … which typically begins about 845a … soon as data digested, “A team” will call in from The Hamptons or ‘down the shore’ to yell at the “B team” — don’t buy ANYTHING or BUY EVERYTHING you can … or INCREASE / decrease desk hedge, etc … the next few hours of boredom interrupted by just a few moments of shear panic, aside, a WEEKLY (and MONTHLY, log - inset)look at ‘