(USTs richer / flatter out to 10s on above avg volumes) while WE slept; from "...The record short position in Treasuries is not all that it seems..." TO 'large specs' net short in 10s largest EVER'
(USTs richer / flatter out to 10s on above avg volumes) while WE slept; from "...The record short position in Treasuries is not all that it seems..." TO 'large specs' net short in 10s largest EVER'
thebondbeat.substack.com
Good morning … after a rough couple weeks in the bond market, well, this Triangulation. Bullish momentum. Debt deal. ‘Flation. Economics … Long weekend. POSITIONS. Lots of moving parts for us all to see whatever we wanna see. From a friend who remains on an institutional FI desk who continues to offer a continuous stream of play-by-play,
(USTs richer / flatter out to 10s on above avg volumes) while WE slept; from "...The record short position in Treasuries is not all that it seems..." TO 'large specs' net short in 10s largest EVER'
(USTs richer / flatter out to 10s on above…
(USTs richer / flatter out to 10s on above avg volumes) while WE slept; from "...The record short position in Treasuries is not all that it seems..." TO 'large specs' net short in 10s largest EVER'
Good morning … after a rough couple weeks in the bond market, well, this Triangulation. Bullish momentum. Debt deal. ‘Flation. Economics … Long weekend. POSITIONS. Lots of moving parts for us all to see whatever we wanna see. From a friend who remains on an institutional FI desk who continues to offer a continuous stream of play-by-play,