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while WE slept: USTs remain subdued; "...the bond market has never been so quiet..."
Good morning …
Jan 16
5
6
while WE slept: USTs calm, narrow range; "...the window for additional cuts is starting to close..."; housing solution = mortgage…
Good morning …
Jan 15
5
2
while WE slept: USTs marginally BID (risk off, Iran, earnings); rates (belly)remain 'home on the range'; M2, YoY; SIZE of basis trade IS…
Good morning …
Jan 14
3
2
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while WE slept: USTs flat to bear steepening ahead of PPI/supply; dipORtunity; stagflation 'basket' for the DUB
Mar 13, 2025
9
2
weekly observations (01/16/24): 2024 the year of the steepener; 20s comeback kid MEANS more supply warranted OR "The Bond Market Rally Is…
Jan 13, 2024
12
2
235yrs of 10yy; specs LONG bonds; what do bonds know, anyways ... RIP, Rafterman
Feb 16, 2025
9
1
(USTs lower, steeper on LIGHT volumes) while WE slept; “It’s the worst start of a year in more than two decades” … go!
Jan 3, 2024
14
1
weekly observations (01/08/24); Logan SAYS; ISM > nfp = X, solve for "X"? CPI to Global Wall Street, "hold my beer"?
Jan 6, 2024
12
2
1
weekly observations (10.28.24): NFP precaps, dipORtunities, event risks and Statue of Liberty visits keeping pace ...
Oct 26, 2024
12
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while WE slept: USTs under modest pressure (JGBs, Bobls); #GotBONDS?; JPM says ... NO cuts for YOU (and HIKES in 2027?); Global Wall reacts…
Good morning …
Jan 13
4
3
while WE slept: USTs bear steepen on Fed independence, supply; January (cut) officially left (forced out)the building ...
Good morning …
Jan 12
8
2
weekly observations (01.12.26): 1st edition of NFP recaps / victory laps of '26 ... Jan rate cut OFF table, cuts get pushed back (March…
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends…
Jan 10
5
4
while WE slept: USTs remain IN RANGE; 'when U3 unemployment rate rises above 3y MA, recession near' (-Albert Edwards)
Good morning …
Jan 9
4
1
while WE slept: FI falters; mixed data persists (Challenger Layoffs down or UP, depending); 2s10s as some ask if time to, '...fade the…
Good morning …
Jan 8
6
while WE slept: USTs bid (risk OFF tone, EZ); FF HISTORY made as bullish 10yr wagers placed! NFP, IEEPA & earnings (stronger, broader…
Good morning …
Jan 7
5
2
while WE slept: USTs on backfoot (JGBs); when optimists aren't optimistic (FirstTrust Dow 6k?); when / how tariff shocks = LOWER 'FLATION…
Good morning …
Jan 6
7
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