weekly observations (09.09.24): "Equipoise"? POSITIONS matter as specs net short FV, TY and equity flows "Choppy"; stay with steepeners. NFP recaps, victory laps...
weekly observations (09.09.24): "Equipoise"? POSITIONS matter as specs net short FV, TY and equity flows "Choppy"; stay with steepeners. NFP recaps, victory laps...
thebondbeat.substack.com
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends note…
weekly observations (09.09.24): "Equipoise"? POSITIONS matter as specs net short FV, TY and equity flows "Choppy"; stay with steepeners. NFP recaps, victory laps...
weekly observations (09.09.24): "Equipoise…
weekly observations (09.09.24): "Equipoise"? POSITIONS matter as specs net short FV, TY and equity flows "Choppy"; stay with steepeners. NFP recaps, victory laps...
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends note…