(USTs 'under pressure' o/n, steeper on 'modest' volumes)while WE slept; "Bond Yields Rise at Fastest Pace Since Early 1980s" (BBG ... somethings gonna break)
(USTs 'under pressure' o/n, steeper on 'modest' volumes)while WE slept; "Bond Yields Rise at Fastest Pace Since Early 1980s" (BBG ... somethings gonna break)
Good morning … This morning, much is being made OF news flow from China past 24hrs … Bloomberg - China Signals Zero Tolerance For Sharp Economic Slowdown With Rare Steps Reuters - China's measures to shore up a shaky economic recovery … and rightfully so. The magnitude of the moment IS addressed a bit more by Global Wall Street (just below) … At the same time as the flow of macro economic and FISCAL support is (continuing to be) UNLEASHED to ease economic pain ‘over there’, it’s worth mentioning the data HERE yesterday was … MIXED — see what ever you wanna see …
Well look who won the Speakership Prize, a real in the flesh MAGA. I really can't believe this. There's always Hope, says Gandalf, but perhaps there's far more than I ever imagined. Perhaps. As the great Kieth@Hedgeye says, "HOPE is NOT an investment (or Geopolitical) strategy".
-Much as I'd like to go Train Wreck, Mediocre seems the likely Base Case
-Any thoughts on Bill Blain's article? Haven't heard from him on ZH in a while. He's far too lefty-admitted Marxist for me, but he does make an occasional Good Point.
-No House Speaker=No WWII commencement. I'm quite good with THAT!
-Prayers of Peace & Contentment to ALL, God Bless!
Well look who won the Speakership Prize, a real in the flesh MAGA. I really can't believe this. There's always Hope, says Gandalf, but perhaps there's far more than I ever imagined. Perhaps. As the great Kieth@Hedgeye says, "HOPE is NOT an investment (or Geopolitical) strategy".
was just listening to him speak sounds like a good choice but ... need to do some more research ... it's a start, though!
indeed, same here, but FAR superior to some of the other options....
I'm wondering if there's a relationship between 4th Turnings and Interest Rates; or rate Volitivity. Just a thought, more research required.
-Much as I'd like to go Train Wreck, Mediocre seems the likely Base Case
-Any thoughts on Bill Blain's article? Haven't heard from him on ZH in a while. He's far too lefty-admitted Marxist for me, but he does make an occasional Good Point.
-No House Speaker=No WWII commencement. I'm quite good with THAT!
-Prayers of Peace & Contentment to ALL, God Bless!