while we slept; war OFF + bridge OPEN = riskON; TLTs vs 134.45 (2.44%) support; FI techs; retail riskin' UP; FRBSF - rent'flation
thebondbeat.substack.com
Good morning and happy PPI day. Happy, indeed as it appears they’ve called the war OFF, HERE is the RTRS LINK and whether or not war is OFF is, as always, besides the point. Said it yesterday and will certainly say it again in the future. They bought bonds on the rumor and at some point will sell the fact. Facts are changing (intra)daily (as are rumors, irony and attempted comedy) and risk is celebrating, at least in the moment. Here’s
while we slept; war OFF + bridge OPEN = riskON; TLTs vs 134.45 (2.44%) support; FI techs; retail riskin' UP; FRBSF - rent'flation
while we slept; war OFF + bridge OPEN …
while we slept; war OFF + bridge OPEN = riskON; TLTs vs 134.45 (2.44%) support; FI techs; retail riskin' UP; FRBSF - rent'flation
Good morning and happy PPI day. Happy, indeed as it appears they’ve called the war OFF, HERE is the RTRS LINK and whether or not war is OFF is, as always, besides the point. Said it yesterday and will certainly say it again in the future. They bought bonds on the rumor and at some point will sell the fact. Facts are changing (intra)daily (as are rumors, irony and attempted comedy) and risk is celebrating, at least in the moment. Here’s