Ray

presence when present

[Ray @Razor28]

@factor_members Is this enough to get you out your remaining position Peter?

[Ray @Razor28]

@Callum_Thomas Kind of ironic that that post is over a year old. Its pretty difficult not be right calling a recession if you do it for long enough. Problem is how much of the bull run have you missed by that point?

[VolSignals @VolSignals]

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[Ray @Razor28]

@Johncomiskey77 Hey John, given the CBO deficit revisions. Be interesting to get your take on the expected changes to the financing estimates and whether any additional funding will be financed by increased bill iss as per guidance on nom coup sizes at last qtr policy statement

[Ray @Razor28]

@dazngroup I am trying to cancel my subscription but I will only let me do so by speaking to using "chat with us" but the click to link is not working

[Ray @Razor28]

@Johncomiskey77 Thanks John, appreciate your work

[Ray @Razor28]

@factor_members What is continous liquidity? and how would one go about trading this? I am only familiar with SR3 being the 3 month futures contracts. Many Thanks

[Ray @Razor28]

@DianeSwonk *to bring the median consensus from 3 to 2 cuts

[Ray @Razor28]

@HomeServeUK @richard_harpin
Homeserve contractors, damaged pipework & left my home like this,no water, heating or sanitation for well over 48 hours now. Made countless calls for resolution without response.
Have a very young baby at home, apalled and desperate for resolution.

[Ray @Razor28]

@themarketradar Great thread, I have read that the cost of hedging fx risk dramatically reduces the profitability of the carry you mention. Would we also not be seeing an increase in Japanese the demand for US debt rather than the decrease that can be observed if this were the case. thoughts?

[Ray @Razor28]

@JackFarley96 @MacroAlf

[Ray @Razor28]

@hasantoxr SEND

[Ray @Razor28]

@MacroAlf Whilst the premise of this tweet is sound, stating a refinancing rate of ~6% is theatre. A 2 year fixed rate mortgage can be refinanced at 4.2%.
Even 2 year, 95% ltv mortgages are only ~ 5%

[Ray @Razor28]

@The_Last_Dandy @rcartwright1405 @EmmaKennedy @binkybuns1 I agree ,I heat a 5 bedroom Edwardian house with single glazed sash windows all day from 6am to 10pm, with thermostat set to 19-20 deg and its only just over £700 a month ...thats on smart meter actual usage

[Ray @Razor28]

@prometheusmacro whats your thoughts on core?
remains elevated due to shelter component?

[Ray @Razor28]

@TraderSkew is that the chart of you dumping on $MMA?

[Ray @Razor28]

@biancoresearch @startupdaemon @biancoresearch love your analysis, but have a different opinion on this one. it was the unelected Truss government that tried to push the BOE into a corner, its backfired and a more common sense chancellor and policy has prevailed.

[Ray @Razor28]

@Ashcryptoreal $8k down not the end of the world

[Ray @Razor28]

@tedtalksmacro it is also August data and comes after the CPI print for the same month and then a FED meeting that came after the CPI print with SEP projections. By the time PCE is released the coincident inflation picture for August is broadly understood by the markets.