The BondBeat

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The BondBeat
while WE slept: USTs currently a touch into the red (concession?); UK trade deal; FOMC recaps / victory laps (CONsensus around the wait N see); 100d of Trump in a chart (credit def swaps on USA)

while WE slept: USTs currently a touch into…

May 8
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The BondBeat
while WE slept: USTs currently a touch into the red (concession?); UK trade deal; FOMC recaps / victory laps (CONsensus around the wait N see); 100d of Trump in a chart (credit def swaps on USA)
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Good morning … I’m sure that you’ve heard by now …

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Steven VanHeyningen
May 8

https://youtu.be/-OvQoCqXyjo?si=dzP5VQ3o2IVroxc5

Gundlach on Fed Uncertainty, Private Credit Pitfalls & Waning Momentum of U.S. Exceptionalism

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