while we slept; China data BEATS; JGB futures collapse; ECB calls unsked meeting; TLINES, updated (reduced bearish)calls and a L/T look at PEs; Trolls and surprises
while we slept; China data BEATS; JGB futures collapse; ECB calls unsked meeting; TLINES, updated (reduced bearish)calls and a L/T look at PEs; Trolls and surprises
thebondbeat.substack.com
Good morning…ahead of ReSale TALES and the FOMC meeting (Newsquawk preview via ZH HERE) and in light of the past couple / few days of volatility, I’ve little to add from this ‘seat’. That is not to say Global Wall Street’s finest is lacking words and narratives. There are even some visuals below to consider. But first …
while we slept; China data BEATS; JGB futures collapse; ECB calls unsked meeting; TLINES, updated (reduced bearish)calls and a L/T look at PEs; Trolls and surprises
while we slept; China data BEATS; JGB futures…
while we slept; China data BEATS; JGB futures collapse; ECB calls unsked meeting; TLINES, updated (reduced bearish)calls and a L/T look at PEs; Trolls and surprises
Good morning…ahead of ReSale TALES and the FOMC meeting (Newsquawk preview via ZH HERE) and in light of the past couple / few days of volatility, I’ve little to add from this ‘seat’. That is not to say Global Wall Street’s finest is lacking words and narratives. There are even some visuals below to consider. But first …