Buster Lundh

[Buster Lundh @Busterlundh]

@Xavier75 Remettre l’aspirateur. S’il vous plaît. $tigo

[Ed Bradford @Fullcarry]

Appropriate that Greenspan dies at par

[Norm @normAL219]

🚨 Iran fires Rachel Reeves at Israel in attempt to ruin its economy 🚨

[Buster Lundh @Busterlundh]

@STIR_Trader_ Gonna gap 10 bps right through that anyway

[Martha Stewart @MarthaStewart]

OiI

[Buster Lundh @Busterlundh]

@SirOfFinance don't worry, as soon as I take off my euribor longs they will

[Mario Cavaggioni @CavaggioniMario]

This reinforce my view that ECB has too high expectations for Eurozone growth…

[Buster Lundh @Busterlundh]

@spaghettilisbon Long erm6?

[Mario Cavaggioni @CavaggioniMario]

Germany August IP m/m -4.3%(est -1.0%, last +1.3%)
Germany August IP y/y -3.9% (est -0.9%,last +1.5%)

Really bad numbers, inline with industrial orders' contraction. The Q3 seems weak, in line with PMIs pointing to flat growth at the best...

[Ben Acton-Bond @BenActonBond]

It is not looking good for the manufacturing recovery. Looks like there might be more structural deterioration than expected. Auto orders from abroad contributed a lot to the drop. Tariffs surely aren't helping

[KKGB @INArteCarloDoss]

Many markets are mis-priced right now but none more so than the ECB’s Terminal rate

#EUR

[dMacro/dBS @dMacro_dBS]

50bps cut is not my view. But if we get a very low NFP print tomorrow (say below 40k, about half of what’s considered breakeven now), the market will push in that direction. Your and my opinions don’t matter here… convexity at turning points is always underappreciated.

[Buster Lundh @Busterlundh]

@SirOfFinance Can't start a sneaky gardening leave IBKR? Hear they even have euribor

[Jeremy @JeremyWS]

Friends of twitter. I have been allowed to write a blog again.

I have started with framing my current views on the Fed and USD rates.

Thoughts & feedback welcome. I look forward to writing more often.

It will always be free for all

https://t.co/mUNRtPLTQo

[Buster Lundh @Busterlundh]

@conksresearch

[Buster Lundh @Busterlundh]

@Gamma_Blast_ Got smoked

[Buster Lundh @Busterlundh]

@Tim10337907 @Gamma_Blast_ same

[Buster Lundh @Busterlundh]

@Gamma_Blast_ Feels like flows. I’m buying bunds here