K.E

[K.E @KarlRksen]

@aRishisays What comparison(s) do you prefer? If you have to think about whether or not current yields are high, what would you look at?

[K.E @KarlRksen]

@chf1961 Sorry, appreciate you may be busy with other things, but given this string of positive data and only Iran to spoil the party (?): do you think we’re in a place in the front-end where dips will be shallow? Possible to see 4-4.05% in 2s? Big level

[K.E @KarlRksen]

@chf1961 Still offering 2s around 103'04? Have an offer at 103'04+ myself, but will just be for a bounce in any case

[K.E @KarlRksen]

@CharityHedge Would you still have an offer around 103'02-04 in 2s or is the downside in oil/potential rally from Hormuz resolution too big?

[K.E @KarlRksen]

@CharityHedge In hindsight, do you think it was a funny reaction in reals after Warsh's first press conference? Was there ever a path to 2% inflation that did not have reals rise like we are seeing now?

[K.E @KarlRksen]

@CharityHedge If he is happy to let the long end go (or the put is very far otm), does this change your view on 2s? Can the long end bully the 2s higher or are odds of that lower now?

[K.E @KarlRksen]

@CharityHedge Will hope to sell some 2s at 103'02-04 like you suggested. Thanks for the coverage this evening :D

[K.E @KarlRksen]

@CharityHedge Funny to see how stocks flipped once they realized hahaha

[K.E @KarlRksen]

@CharityHedge Taking a beating right now

[K.E @KarlRksen]

@CharityHedge Do you think this is a good performance if he can hold the short end in and talk the long end higher? Do you think this is his goal? Almost seems like he's found a very narrow corridor between pleasing Trump and combating inflation...

[K.E @KarlRksen]

@CharityHedge close to 50/50 for you? Because Warsh can (maybe) buy himself some time by pointing to the data/developments you mention? And odds are markets will price in a longer hiking cycle should he go?

[K.E @KarlRksen]

@CharityHedge Sorry, just for my understanding: I had noted down probabilities at 25/70/5. To me, hiking seems the only sensible thing to do. What do you think is the danger of doing just 25? It seems like cheap 'insurance' to me. What more precisely is it that makes the odds for unch vs 25

[K.E @KarlRksen]

@andrew_schoff @CharityHedge Marvin Barth

[K.E @KarlRksen]

@CharityHedge No complaints, seems flawless

[K.E @KarlRksen]

@CharityHedge Can I ask why, in your mind, it’s not a positioning market? Lots of scenarios that do not overlap?

[K.E @KarlRksen]

@CharityHedge Yep ok, thanks

[K.E @KarlRksen]

@CharityHedge Worth doing anything you think?

[K.E @KarlRksen]

@CharityHedge Do you think it makes sense that 10s30s keeps flattening?

[K.E @KarlRksen]

@CharityHedge I want to sell schatz on rallies, but they are pretty shallow. Otherwise best thing is just to be patient and do nothing I guess (?)