Hahn Laird

gabagool

[Hahn Laird @HahnLaird]

@jameslavish @peruvian_bull Can you compare with real yields

[Hahn Laird @HahnLaird]

@Mat_Sherman @patrick_oshag @colossusmag Yes!

[Hahn Laird @HahnLaird]

@Richard_Casey @APompliano Don’t let facts get in the way of tweeting for engagement

[Hahn Laird @HahnLaird]

@EricWHickman @rev_cap @TimDuy Any update to views after cpi / ppi etc ? Or no?

[Hahn Laird @HahnLaird]

@TotemMacro @DannyDayan5 hmmmm

[Hahn Laird @HahnLaird]

@DannyDayan5 Got access. Thanks!

[Hahn Laird @HahnLaird]

@DannyDayan5 Ok will do. Link in the email thread I get? Or how best to do

[Hahn Laird @HahnLaird]

@DannyDayan5 I am a paid subscriber (this is anon name) and read it! But looking fwd to next one now :)

[Hahn Laird @HahnLaird]

@TheShortBear He flip flops so much. Give him money and look away while he prints. Not what he says… he has less conviction in his own views than others do in his.

[Hahn Laird @HahnLaird]

@lord_fed @BlacklionCTA Have learned a lot reading your work. Often contrarian and right. Bravo

[Hahn Laird @HahnLaird]

@TheLongHappy Real yields differentials

[Hahn Laird @HahnLaird]

@DannyDayan5 It spilled over in 24. Spx/ndx down bonds rallied Could see repeat of the spillover too ?

[Hahn Laird @HahnLaird]

@AtlantaFed @ClevelandFed @DannyDayan5

[Hahn Laird @HahnLaird]

@INArteCarloDoss @ofer_rubin Kweb close to capitulation?

[Hahn Laird @HahnLaird]

@DannyDayan5 What are bonds smoking. 30 bp unwind in 10s should account for some of the oil unwind as well right? And in that time economy / labor has improved considerably while core inflation is creeping higher. What do you think? @super_macro

[Hahn Laird @HahnLaird]

Check out cyclical sectors today. ITB, XRT, XLY, XLI etc… so much strength. Tech getting killed

[Hahn Laird @HahnLaird]

@DannyDayan5 when the heck are 10s going to price growth / inflation dynamics. Feeling crazy. Also 10s have historically never peaked BEFORE any hiking cycle actually started

[Hahn Laird @HahnLaird]

@INArteCarloDoss Still has legs ? Your $ calls have been dialed in

[Hahn Laird @HahnLaird]

@Ivan_Yuri_Rd @DannyDayan5 Thanks for sharing the rebal data