while we slept (misweighted block FV-TY flatteners?); BRAINard > Warsh + hobbit + Dimon?; 'vanishing <UST> liquidity'; 5yy vs 3.10% (and then...); mtg rates and 'flation
thebondbeat.substack.com
Good morning…I’ve not much to add TO the ink that’s already been spilled and even less so as we round the turn and head in TO this mornings NFP … ZH: May Payrolls Preview: Could We Get A Negative Print May the force be with you as you plan your NFP trades and TRADE your NFP plans.
while we slept (misweighted block FV-TY flatteners?); BRAINard > Warsh + hobbit + Dimon?; 'vanishing <UST> liquidity'; 5yy vs 3.10% (and then...); mtg rates and 'flation
while we slept (misweighted block FV-TY…
while we slept (misweighted block FV-TY flatteners?); BRAINard > Warsh + hobbit + Dimon?; 'vanishing <UST> liquidity'; 5yy vs 3.10% (and then...); mtg rates and 'flation
Good morning…I’ve not much to add TO the ink that’s already been spilled and even less so as we round the turn and head in TO this mornings NFP … ZH: May Payrolls Preview: Could We Get A Negative Print May the force be with you as you plan your NFP trades and TRADE your NFP plans.