Bond Wolverine

Hey bub, I slice down and give you the scoop on the bond markets. My views are my own and do not constitute investment advice

[Bond Wolverine @bondwolverineX]

@Jacktheoiler Any color what this app is about?

[Bond Wolverine @bondwolverineX]

@ewaneth It’s been about a week since BNMR pumped and you can’t even have the patience to hold through this? Real eth holders held for years

[Bond Wolverine @bondwolverineX]

@milesdeutscher Miles, it’s not as simple as being above or below. You have to look at core cpi which removes the volatile components like food and energy. Attention will be on core goods which is sensitive to tariffs effects and whether it picks up

[Bond Wolverine @bondwolverineX]

@sassal0x Isn’t that concerning that it inflates by 2500 per day. Speaking out loud but bullish eth

[Bond Wolverine @bondwolverineX]

@SpencerHakimian Think you need to look at the borrowing once you remove changes in cash balance and SOMA runoffs. This gives you a better picture on the deficit which is roughly about 1.8 trillion for 2025 vs 1.9 trillion

[Bond Wolverine @bondwolverineX]

@Luda0x @pumpdotfun Explain

[Bond Wolverine @bondwolverineX]

@MyRoadToFi5633 @fejau_inc RRP will likely not go to zero but somewhere under 100bn. Funds will likely keep some allocated to RRP as is is the most accessible liquidity

[Bond Wolverine @bondwolverineX]

@Dr_Gingerballs @fejau_inc Which banks? Most of the GSIBs have sufficient capital above the minimum SLR. They are even going to return excess capital to shareholders after the stress test cleared the way

[Bond Wolverine @bondwolverineX]

@ces921 @fejau_inc Emergency measures was Jsut an accounting maneuver so they don’t have to refill it

[Bond Wolverine @bondwolverineX]

@To_the_moon_PT @DegenKonker @SBETonETH LOL it’s way above 100mm

[Bond Wolverine @bondwolverineX]

@dampedspring Rising fiscal premium lifts all. Don’t think US will be immune no matter how much they tinker around with the composition. Terming in is a soft patch then what do you do to fix the short end

[Bond Wolverine @bondwolverineX]

@dampedspring Demand for duration could come from swaps in the form of received fixed that overwhelms the richening pressure from Teasuries. This would be spread tightnener

[Bond Wolverine @bondwolverineX]

@virtualbacon This does not translate into immediate buying of treasuries which is an important point. This facilitates intermediation capacity for broker dealer arms without penalizing their SLR ratio. The decision for banks to mean the end buyers of Treasuries hinges like liquidity needs

[Bond Wolverine @bondwolverineX]

SLR binding at the consolidated level. Overall positive but not as much as if Treasuries were excluded at both the consolidated and subsidiaries.

[Bond Wolverine @bondwolverineX]

The Feds proposal is to reduce the eSLR requirement from current base requirement of 3% plus 2% buffer to a base requirement of 3% plus 50% Method 1 GSIB surcharge. This reduces the requirement from 5% to about 3.5-4.5%.

[Bond Wolverine @bondwolverineX]

that subsidiaries can only increase capacity up to the maximum leverage amount that would make their