Top Tweets for #DV01
https://t.co/5LRJZL4cw0 - US Treasuries: Prices, Yields, Curves, DV01s #ustreasuries #yieldcurve #dv01 #ustreasury
The real takeaway is the 10 year was the real Bubble at a 176x P/E. #DV01
@adaltos59 @barryknapp 10 Year Treasury Bonds are getting SLR’d.....Again. 1.73% +4bps.
Banks making further adjustments.. just another way to make money amidst the backdrop of $XLF #Reflation 10Y3M +5bps to 1.73%
1Q21 Trading gonna be lit despite very tough comps.
#DV01 #Losses
“Floating Rate Notes show signs of a comeback amid inflation talk.”
Or u can buy $XLF.. at ZIRP deposit costs.. & naturally lagging deposit betas.. then put 15 turns of leverage on that earnings stream.. & sleep at night like a baby not scared of #DV01 loss risk..
$TLT & $ZROZ have been a complete train wreck since March 9, 2020.
$ZROZ -18% total return. #DV01
$XLF #Reflation
ransom in action. #northwestcybersecurity #sophoscentral #dv01 #azure #cybersecurity https://t.co/ohxDgmAeqr
Pre GFC trend growth had 3 handle..Post GFC had low 2s handle..now this cycle perhaps < 2 handle coz of Public Debt..not sure, but I can buy that argument..but u can have Mega Reflation before getting to trend that’s a #DV01 train wreck till gap between red/blue line compresses.
@LukeGromen @BlacklionCTA Let’s say it only goes to 2%.. that’s still a ton of #DV01 loss for $TLT & $ZROZ that imho, being long is like driving a fiberglass Corvette into a Wall at 130 mph.
@LukeGromen If perchance this scenario plays out #DV01 risk at $ZROZ & $TLT could be very painful... doesn’t take much from such elevated Bond Levels.. one of the most crowded trades with 10 year Specs high.
CCCs > BBs > BBBs #LowDuration 👑
Marianne Lake is gonna punish $TLT & $ZROZ Bulls w more #DV01 Losses...Bank Lending Standards have plummeted in Mortgages & Demand is Ripping.
Btw imho she’s the rightful heir apparent to Jamie Dimon... Just my personal opinion. $JPM $XLF $ITB
@ticontrarian Banks are well aware of the #DV01 Loss concept...& know Loans are coming back next year.... so waiting to redeploy as Customer Demand picks up w Inv Build which usually happens in conjunction with them loosening lending standards in a Recovery.. this time prolly no different.
5Y5Y up +1bp.. ripping to 2.15%.
$XLF #Reflation... if I was Lacy Hunt I would be worried about #DV01 Risk..
$TLT $ZROX Bubble can burst & investors can lose immense amounts of money in short periods of time.. the Convexity profile of the trade is very dangerous imho.
Real Rates starting to bottom? TBD
2 Standard Deviation Left Tail in a Massive Bubble with #DV01 Risk rising fast. Long Bonds & $ZROZ in Purgatory -8% since March peak.
$XLF #Reflation #Sequencing
10 Year getting lit up this morning.
Yields up to 70bps +5bps.
$XLF $TLT $ZROZ #DV01
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