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The BondBeat
weekly observations (06.09.25): NFP recaps / victory laps; 3rd largest cash INflows EVER (BAML); 10s 38bps cheap to model (DB); spec net short 30s +90% WoW; yld curve recession indicator back...
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weekly observations (06.09.25): NFP recaps …

Jun 7
6

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The BondBeat
weekly observations (06.09.25): NFP recaps / victory laps; 3rd largest cash INflows EVER (BAML); 10s 38bps cheap to model (DB); spec net short 30s +90% WoW; yld curve recession indicator back...
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Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends note…

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Steven VanHeyningen
Jun 7

Good idea.....Better chance with Scottie, then at the Belmont, today

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