Remember remember, this cat is the real deal. Not.
Is that a biggie on its own? Taking his approach into consideration, it is. Just another furu who poses as something else, and attacks all the others.
Can someone check on the curve
for a non-bear steepener?
My big TLT number was reached, so best to check it now, before the furus start flexing they were right all the way.
@INArteCarloDoss @TheWineSwine Well, unless you think Fed is going to ease, only way it can steepen now is via bear. Longer term it sure can be a bull. Either is fine by me π
I think it is unlikely that the yield highs for UST 10yr/30yr are in, despite the big move. Why?
Strong data (claims), $130bn auction supply next week, and a weak Sept/Oct liquidity context due to high tax payments due
Who wants to be the hero and catch the falling knife?