weekly observations (11/06); NFP recaps and victory laps (multiple job holders); positions and narratives changing (again) as profits booked and new HOPES / trades put on
weekly observations (11/06); NFP recaps and victory laps (multiple job holders); positions and narratives changing (again) as profits booked and new HOPES / trades put on
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends note…. AND … the winner IS … Dept of Treasury with somewhat lower issuance (HOPES ALIVE) straight ahead, the Fed (pause), the economic data (NFP putting PAID on the Fed pause)? Wait, I know … BAD = good? Or less good = GREAT? LESS = more?
Outstanding article !!!
My vote is with Druck.....Yellen's dumb as $uck...(poetic) LOL !!!!
"one month doesn't make a trend", but Jumping on the Bandwagon sure is fun,
for the "Investment" Firms....
I do hope it is a trend, but Job Losses have their own downsides.
Incredible, the # of Multiple Job holders.....I thought so...
Gotta believe people still pulling funds from Banks and depositing in MM accounts..
One-way Flow....No Brainer....
Quotes: "Treasuries fun, again"......"5%, Thanks for the Memories"......PRICELESS !!!!!!
100% concur