RDx

forever student/eternal optimist

[RDx @RamDaddanala]

@STIR_Trader_ True ofc. Def not outlandish. But also trying to find arguments why fed might look to go ahead with July hike.

[RDx @RamDaddanala]

@STIR_Trader_ With softer jobs and cpi prints and not much data from now to next week - any hike would be getting ahead of themselves, don’t you agree ?
What if the war descalates and the oil/energy prices trace back sharply in a week from the hike?

[RDx @RamDaddanala]

@PositiveDrift_ @aRishisays Fair. Ty.

[RDx @RamDaddanala]

@PositiveDrift_ @aRishisays nothing new. Just Rishi’s speculation of smaller b/s, although popular expectation across the street, is possibly dumped today from warsh saying he is supportive of ample regime

[RDx @RamDaddanala]

@fejau_inc @ForwardGuidance Should make your ‘forward guidance’ more relevant

[RDx @RamDaddanala]

@VKMacro @macdegods You gotta do what you gotta do 😃

[RDx @RamDaddanala]

@DannyDayan5 Can that be in the context of for example short 2s vs 10s OR a RV trade UXY vs 10s ?

[RDx @RamDaddanala]

@DannyDayan5 @WBigbucks @ThematicMarkets Ah yes fair. Ty.

[RDx @RamDaddanala]

@DannyDayan5 @WBigbucks @ThematicMarkets Curious why do you think labor supply is a problem? overall the theme is less supply so far, due to immigration hurdles, which is what keeping the UE constant at 4.3% ?

[RDx @RamDaddanala]

@Lets_Trade_STIR Well done! what was your favourite trades right now ?

[RDx @RamDaddanala]

@Lets_Trade_STIR Great start to the year

[Ted Zhang @TedHZhang]

"Wall Street's graveyards are filled with men who were right too soon"

~ William Hamilton

[RDx @RamDaddanala]

@Lets_Trade_STIR Well done 👏
Any trades that you like atm ?

[RDx @RamDaddanala]

@Lets_Trade_STIR How did you do with softer cpi ?

[RDx @RamDaddanala]

@dampedspring Great story

[RDx @RamDaddanala]

@Lets_Trade_STIR What’s your fav positions right now ?

[RDx @RamDaddanala]

@biancoresearch @biancoresearch Jim, can you help explain why high real yields drag to the economy ?

[RDx @RamDaddanala]

@Lets_Trade_STIR What’s the view ?

[RDx @RamDaddanala]

@Lets_Trade_STIR Do you mind elaborating on why you view 2025 flattens v 2027 steepens ? Which delivery months you entered the flies ? curious