Brandon Weber

Markets Group at New York Fed - Treasury RV Strategies - Short Term Interest Rate Derivatives (personal views)

[THE SHORT BEAR @TheShortBear]

Happy official book release to all Market Wizards!

Proud to have been part of history with a majority of friends.

[Josh Lipsky @joshualipsky]

In a new op-ed for the @FT I argue that one of the toughest challenges for Warsh will be how to handle the Fed's unofficial mandate - protector of global economic stability:

https://t.co/yf0AaPEO5r

[CME Group Interest Rates @Interest_Rates]

📣 Attn STIR traders and SERFF enjoyers!

Finer tick granularity is coming to SOFR-Fed Funds (SERFF) spreads.

Beginning next Monday, June 15, SR1-ZQ spreads will trade in 0.25 increments across all contract months.

[Brandon Weber @Atomic_GSol]

@Dcpcooks Probs ain’t hedging overnight repo risk for long basis trades …

[American Nuclear Society @ANS_org]

ANS congratulates @AntaresNuclear for achieving criticality! Let's go!

👉https://t.co/e2fClsE7aw

[American Nuclear Society @ANS_org]

ANS congratulates @AntaresNuclear for achieving criticality! Let's go!

👉https://t.co/e2fClsE7aw

[Brent aka Blacklion @BlacklionCTA]

This might be funny, if it wasn't sad and embarrassing.

[ATHA Energy Corp @athaenergycorp]

SEASON 3 HAS STARTED at Angilak 🎬 We are building on last year's success: 5 new discoveries, incl. 8.16% U₃O₈ over 0.5m at RIB North. 2026 is the biggest program yet. 3 drill rigs. 20,000 metres. Watch for expansion across Lac 50, RIB North & KU-Nine Iron. $SASK $SASKF

[Brandon Weber @Atomic_GSol]

#uranium

[Brandon Weber @Atomic_GSol]

Why invest in humans when we will be outsourced? 😂

[Matthew B @boes_]

The U.S. is now spending more on data center construction than on public transportation infrastructure, according to new Census Bureau figures out today (https://t.co/2SonuBrsvY)

[Brandon Weber @Atomic_GSol]

@capnek123 @Hitthebidsayuhh @piterloskot82 Now refrain from using AI to give you an answer… smh

[Brandon Weber @Atomic_GSol]

Interesting take… still TBD IMO

[Luis Garicano 🇪🇺🇺🇦 @lugaricano]

And again, and again, and again, the market proves to be more flexible and adaptable than the engineers, extrapolating, with their calculators expect. When prices change, behaviour changes. Believe in substitution, in elasticity, in human ingenuity, that is, in the market, and you will get a closer approximation than all doom-mongers. For this of course, a market must exist (e.g., does not apply to the fertility collapse).

[Brandon Weber @Atomic_GSol]

@SecScottBessent But your actions and strategic decision making contradict your words since April 2025.

[Terry Lynch @terrybali]

More millionaires will be made in mining and commodities over the next 5 years than in AI.

I know that sounds wild. Hear me out.

AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV.

The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years.

Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run.

AI gets the headlines.
The shovels get the returns.

Full conversation: https://t.co/icf4kdliTS

[Joe Weisenthal @TheStalwart]

NEW ODD LOTS:

@tracyalloway and I talk to @GitaGopinath about the second biggest story in the world right now.

Interest rates have been surging all over the world and how investors may be too sanguine about the public sector's ability to backstop risk https://t.co/ZoW984jkqd

[Brandon Weber @Atomic_GSol]

@DavidBeckworth Good questions. We are know the answer to the latter, this being imo further evidence for doing so.

[Jay Kahn @jstatistic]

Net repo borrowing by hedge funds has hit 1.8T, much of it associated with the basis trade.

This has drawn attention for financial stability reasons.

But has this expansion in hedge fund Treasury trades affected monetary policy implementation?

New note w/ Matt McCormick.

[Brandon Weber @Atomic_GSol]

@HuXijin_GT $15.99 in Chicago

[Brandon Weber @Atomic_GSol]

@PauloMacro Best meme