@RealPeterLinder "Ill just hedge my semi and crypto exposure with energy, and maybe some bonds, oh and gold. If hormuz ends up being enough of a problem, my hedge will benefit"
@MartinJuza@SaffronOlive Interesting. Suspected this in the algorithm for quite some time, just based on how occasionally you get matches that feel way too samey to be possible. More so in cube cuz singleton, but also in regular draft. Never any solid evidence though.
@robin_j_brooks@JoshYoung risk of shortages completely aside, the simple fact that the conflict is going on longer means there is more to refill, implying more demand along the curve for longer. Obviously buying or implied buying to refill reserves on the back end influences the front
@Greg_Insightag@sizov_andre hearing some ppl had 5-6" east of edm. likely sporadic though
chatted w/ some municipal folks, again E of edm and on either side of 16, hearing a lot of places are ~50% seeded. normally should be ~80% right now. SK similar.
curious how MB is doing after that storm though
@Trader_Dante But like, they gave so many yens a second chance to be traded at higher rates, even for a short while. The effect on those yens might not show up today, but they'll remember this and have higher self esteem and go on to do great things, lifting every yen.
@ZackEiseman@DeItaone Plenty of reasons to be positive. Under the many worlds hypothesis, all possible futures exist, and in some of those, we're talking with Iran, productively. This in mind, i see every reason to be optimistic.
@Dcpcooks If the impulse is to cut, even into an inflation spike, then long end yields look low.
We don't get an oh shit without inflation fears, so long end yields look low.
If somehow fuck all happens, then the impulse is to spend and cut, and the long end yields look low