while we slept; China GDP weak; US rates f'cast REVISIONS; cross-asset proxy SAYS (yields gonna drop); 10yy 'threatening a "head and shoulders" top, but...'
while we slept; China GDP weak; US rates f'cast REVISIONS; cross-asset proxy SAYS (yields gonna drop); 10yy 'threatening a "head and shoulders" top, but...'
thebondbeat.substack.com
Good morning … Here is a visual of 30yy, WEEKLY dating back TO the modern era lows (70bps) I’d note weekly momentum (stochastics, bottom pane) REMAINS a BULLISH impulse. I’d imagine weaker economic data leading to recession calls (not unlike HIMCo’s latest update
while we slept; China GDP weak; US rates f'cast REVISIONS; cross-asset proxy SAYS (yields gonna drop); 10yy 'threatening a "head and shoulders" top, but...'
while we slept; China GDP weak; US rates…
while we slept; China GDP weak; US rates f'cast REVISIONS; cross-asset proxy SAYS (yields gonna drop); 10yy 'threatening a "head and shoulders" top, but...'
Good morning … Here is a visual of 30yy, WEEKLY dating back TO the modern era lows (70bps) I’d note weekly momentum (stochastics, bottom pane) REMAINS a BULLISH impulse. I’d imagine weaker economic data leading to recession calls (not unlike HIMCo’s latest update