Nathanael Hartley

[Nathanael Hartley @Nate_Hartley1]

@KenVeksler something about selling in may... ouch

[Jamie McGeever @ReutersJamie]

Italian markets being hit hard as war of words between Rome and EU over Italian budget plans escalates. Reflecting investors' antipathy toward Italy right now, Italian/Spanish yield spread hits 203 bps, widest since 1997. https://t.co/z20eE6a8km

[Daniel Been @beendan]

Welcome back king yield! Our models have shown that after some time in the wilderness, yield is returning as a dominant driver of all things FX and there is only one G10 central bank with high yields that are still going higher! #DXY #AUD

[Bloomberg @business]

Erdogan is asking citizens again to take their dollars and euros and convert them to liras. A visit to bank branches in Istanbul today indicated that the opposite is happening https://t.co/oudSCQobEZ

[Martin Whetton @martin_whetton]

Gulp! https://t.co/v444uYJCVr

[Daniel Lacalle Official Account @dlacalle_IA]

The collapse of emerging market currencies from a modest reduction in Fed balance sheet and small rate rise shows the extent of the imbalances built by many economies in the QE lunacy years.

[Martin Whetton @martin_whetton]

Snakes and ladders. While the BBSW rates are at multi-year highs, Australia's 30 year Govt bond has just made a record low in yield. #bonds #AUD

[The Long View @HayekAndKeynes]

A short bond history lesson:

Highly indebtted societies cannot support high real yields. Low real yields are the best way to reduce debt burdens/deficits. As a reminder, the US held rates artificially low before and after WWII resulting in negative real returns for investors.

[Martin Whetton @martin_whetton]

With an RBA that is not moving, you'd be forgiven for saying the short end of the rates market would be off the radar. Far from it, funding and repo and is practically the ONLY thing investors and borrowers are discussing.

[Martin Enlund ⚡️🦆🚁 @enlundm]

Crocodile gap du jour: should bank performance pick up, or the US 10y yield drop?

[Martin Whetton @martin_whetton]

In my view, Michael Hasenstab is always a voice worth listening to. https://t.co/eFoWJhydCD

[Nathanael Hartley @Nate_Hartley1]

@SqueezeMetrics How you thinking of structuring? What dates look good in your opinion?

[Nathanael Hartley @Nate_Hartley1]

@SqueezeMetrics Buy straddles?

[Nathanael Hartley @Nate_Hartley1]

@SqueezeMetrics Are you thinking 1W strangles?

[Martin Whetton @martin_whetton]

A gentle reminder... Chinese holdings of US Treasuries.

[MACRO OPS @MacroOps]

Global liquidity is tightening.

[David Plank @DavidPlank12]

Household debt is still growing faster than income. With rates so low can macro prudential policy alone close the gap? We have our doubts. https://t.co/EdqgBfefO0

[Dow @mark_dow]

5s30s under pressure....

[ANZ_Research @ANZ_Research]

Growth to be more even, sustainable and less aggravating for home buyers, with interest rates off the floor. https://t.co/pMNGKhtNeq