Good morning / afternoon / evening (please choose which ever one which best describes when ever you are stumbling across this shorter than short note).
Rarely would I say bond jockeys wrong (rate CIT priced?) but so much vested interest in sellin folks on inflation fight risk credibility which may have already been LONG gone …
Excellent work. Thanks!!
I love Gordon Lightfoot..
I grew up in the 70s and I would probably still trade them for today.
Had a great time back then.
The 80s and Ronald Reagan, were even better.
No Mass Shootings. No Racial Division. More Sanity, Less Chaos...
The Communists were in the Soviet Union, not the WHite House.
And sounds like we were living parallel existence!! Hope markets treating you / yours fairly …
Really Great report !!!!
I also don't trust the BLS and the Biden Administration.
Fascinating article on the 28 day bill rate.
I saw that 26 Billion Consumer Credit increase, late on Friday.
I thought it looked enormous...
I'm with you that we could get another 25, in June.
Cause the Econ Numbers are going to be still too Hot, for Powell & Company.
Rarely would I say bond jockeys wrong (rate CIT priced?) but so much vested interest in sellin folks on inflation fight risk credibility which may have already been LONG gone …