CP

[CP @AwTweetSkeetGD]

@PabloTradobar @jvstified Yea 3 chillers (read all) down. Temp ones coming in, who knows on ETA. Finally did the smart thing and halted.

[CP @AwTweetSkeetGD]

CME can’t even halt markets correctly before they send emails about it…

[CP @AwTweetSkeetGD]

@volatilitysmile And he actually has a personality

[CP @AwTweetSkeetGD]

@DeepDishEnjoyer How many AK-47’s do they need to buy this time?

[CP @AwTweetSkeetGD]

@quantymacro Prod. Pretty easy to figure out how far off your execution may be in pretty minimal time. Even if you have good market impact model you will want to tweak it after a day of live anyways.

[CP @AwTweetSkeetGD]

@DeepDishEnjoyer That intersection used to be so good 10 years ago. What a S show

[CP @AwTweetSkeetGD]

@dampedspring Feels like today they do

[CP @AwTweetSkeetGD]

@DeepDishEnjoyer Starts with a D ends in a W

[CP @AwTweetSkeetGD]

@bennpeifert Banger

[CP @AwTweetSkeetGD]

@Fullcarry Def some people who didn’t get the memo

[CP @AwTweetSkeetGD]

@2yrflipper Not that far down on the match then some serious paythroughs. 4000 ZN 17 ticks lower, and 500 UB that moved us a handle down.

[CP @AwTweetSkeetGD]

@dampedspring Do we think that equities up is now medium/long rates down? Just trying to understand if the risk on/risk off correlation is back on vs the US/rest of world shift type trade.

[CP @AwTweetSkeetGD]

@acllc2 Wonder what the actual distribution of the April/August ones are. I get tax stuff but wonder if some of it is just 3 really bad data points. Would also be interesting to see it in return space as 7 bps is a bit different at 8% vs 4%.

[CP @AwTweetSkeetGD]

@dampedspring This is what the endgame always was. Equities up/rates up was always saying that. The timing was always up in the air but to think we weren’t going to monetize the debt at some point seems crazy given the political landscape (and history).

[CP @AwTweetSkeetGD]

@Dcpcooks Price?

[CP @AwTweetSkeetGD]

@KrisAbdelmessih Some of the midstream energy is directly related to actual moves in underlying energy product markets. If less of the stuff is going to be exported that has big implications for some balance sheets/cash flow even in the short term. Other sectors I can’t speak for.

[CP @AwTweetSkeetGD]

@dampedspring Thank you for the fill

[CP @AwTweetSkeetGD]

@dampedspring Figure the MSTR was against the total return swaps it wrote against the levered ETF products?

[CP @AwTweetSkeetGD]

@Dcpcooks CPS out this week. Everywhere is dead. Gym empty AF is how I realized.

[CP @AwTweetSkeetGD]

@Fullcarry 200 FGBL ticks of that move was on one headline after euro markets had “closed”,another 100+ that evening when they reopened. Spending on defense/debt brake talks from greens seem to drive all of it. US staying strong on selloff in equities but it does seem fully priced now.