ERMO

[ERMO @Bigeberg]

@Cryptolouca I was told that buy the dip works in crypto all the time :) Shoild we or should we not?

[ERMO @Bigeberg]

target is reached -- 2Y note

[ERMO @Bigeberg]

It still is in motion. 2Y T-note continues to slide.

[ERMO @Bigeberg]

Nice move! 😎

[ERMO @Bigeberg]

I guess the best place to work for a worst forecaster is a central bank. ING summarized the spectular performance of the Riksbank's interest rate projections over time. Should we believe in their current projection?https://t.co/gjCA1k86Ua

[ERMO @Bigeberg]

A slide from Norges Bank presentation today. If you are talking about the past, yes, you can say rapid rise, but if you are going to forecast future, you should focus more on trend after the peak. I think they just want to stay aligned with other central bankers...

[ERMO @Bigeberg]

@donnelly_brent The treasury will borrow 1T in 3 months. Until now money in the repo flowed into the treasury but the duration might change the picture. If the rates start ticking up after this downgrade, combined with duration, bonds might sell off, and bank reserves might deplete. Any views?

[ERMO @Bigeberg]

No hope for smaller boys! #Russell2000

[ERMO @Bigeberg]

Too much optimism for Euro will probably end here.

[ERMO @Bigeberg]

@donnelly_brent I wonder how it would look if you took BoE out of this picture :) It seems that it is all up to China. When China buys, it goes up

[ERMO @Bigeberg]

Enough appreciation for CHF -- downside risk is not big after all (long 0.8628). #USDCHF

[ERMO @Bigeberg]

I guess it is time to say good bye! No air left it seems. Short from 16100. #DAX40

[ERMO @Bigeberg]

Looks like both #USDCNH and #USDJPY dropped nicely😎

[ERMO @Bigeberg]

We might see some suriprizing data leading to lower US yields and reversing the #USDCNH from this level. This will go together with #USDJPY

[ERMO @Bigeberg]

@ChrisWeston_PS These central bankers might be in a pissing contest which we don't know about yet. 😂

[ERMO @Bigeberg]

@crossbordercap Interestingly whenever the index plunges comes a crisis or a peak indicating tightness. Any comments?

[ERMO @Bigeberg]

@Ole_S_Hansen What if there is no stabilitiy until 20.5 😱