while WE slept: bonds rangebound ahead of confidence, supply and DESPITE Daly; BBB-3m TBILLS FLAT -DB; "On track for a soft landing" -UBS; "Deciphering the Disinflation Process" -FRBNY; bonds cheap
while WE slept: bonds rangebound ahead of confidence, supply and DESPITE Daly; BBB-3m TBILLS FLAT -DB; "On track for a soft landing" -UBS; "Deciphering the Disinflation Process" -FRBNY; bonds cheap
thebondbeat.substack.com
Good morning … Mary Daly (FOMC voting member)of the FRBSF made some comments late yesterday which apparently helped supply a bid for bonds …
while WE slept: bonds rangebound ahead of confidence, supply and DESPITE Daly; BBB-3m TBILLS FLAT -DB; "On track for a soft landing" -UBS; "Deciphering the Disinflation Process" -FRBNY; bonds cheap
while WE slept: bonds rangebound ahead of…
while WE slept: bonds rangebound ahead of confidence, supply and DESPITE Daly; BBB-3m TBILLS FLAT -DB; "On track for a soft landing" -UBS; "Deciphering the Disinflation Process" -FRBNY; bonds cheap
Good morning … Mary Daly (FOMC voting member)of the FRBSF made some comments late yesterday which apparently helped supply a bid for bonds …