while we slept; TINA no more; Recession Monitor (vs Coincident Index); a Major Bond Letter
thebondbeat.substack.com
Good morning … 2 auctions down (stellar DEMAND for 5y -ZH) and one to go but first a break for the FOMC and a sigh of relief being offered by MSFT and GOOG. More than a few are watching 2yy at / near 2018 highs and I’m sorry, while I get ‘it’, I just do NOT think we’re in Kansas (2018 PIVOT) any more…
while we slept; TINA no more; Recession Monitor (vs Coincident Index); a Major Bond Letter
while we slept; TINA no more; Recession…
while we slept; TINA no more; Recession Monitor (vs Coincident Index); a Major Bond Letter
Good morning … 2 auctions down (stellar DEMAND for 5y -ZH) and one to go but first a break for the FOMC and a sigh of relief being offered by MSFT and GOOG. More than a few are watching 2yy at / near 2018 highs and I’m sorry, while I get ‘it’, I just do NOT think we’re in Kansas (2018 PIVOT) any more…