while we slept; a couple charts; "The Big $hort"; and 'An Investor's Guide to the Runup to Recession'
thebondbeat.substack.com
Good morning. After yesterdays coyote UGLY 10y auction (biggest tail in years post CPI), we’ll get another chance for redemption and measure of ‘demand’ with this afternoons long bond auction… Whether or not the likes of Lacy Hunt / HIMCO are going to be in buying remains to be seen.
while we slept; a couple charts; "The Big $hort"; and 'An Investor's Guide to the Runup to Recession'
while we slept; a couple charts; "The Big…
while we slept; a couple charts; "The Big $hort"; and 'An Investor's Guide to the Runup to Recession'
Good morning. After yesterdays coyote UGLY 10y auction (biggest tail in years post CPI), we’ll get another chance for redemption and measure of ‘demand’ with this afternoons long bond auction… Whether or not the likes of Lacy Hunt / HIMCO are going to be in buying remains to be seen.