RatesGuy

Professional rates strategist and amateur piano player who thinks supply doesn't matter! Also all views just my own!

[Rishi Mishra @aRishisays]

An article with the same (or similar) headline has been published every week for the last 52 weeks 🤣 and is a big reason behind this latest sell-off in US rates.

[RatesGuy @rates_guy]

@NickTimiraos nails it. It's funny how much attention is paid to a survey of 500 randomly selected people

[Nick Timiraos @NickTimiraos]

“By about what percent do you expect prices to go up or down on the average, during the next 12 months?”

The answers people give to this question—this exact question—produce one of the most important numbers for the U.S. economy. https://t.co/upllw8cB4T

[RatesGuy @rates_guy]

You gotta love Test Cricket for this exact reason. What a cracker of a match! #ENGvsWI https://t.co/zp8NZS8iim
via ESPNCricinfo app https://t.co/w3Ad5Hv2vX

[jx6pw @jx6pw]

@GuyAdami I really feel bad for Enron... Could’ve ruled the world in today’s world

[Guy Adami @GuyAdami]

I have a 1991 Tahoe with 248K miles if the Fed wants to buy that too? #notcapitalism

[RatesGuy @rates_guy]

@bondstrategist Same guys already talking about W!!!

[RatesGuy @rates_guy]

@EddBolingbroke Let it rip!

[RatesGuy @rates_guy]

Either the quants or the supply! @lisaabramowicz1

[Lisa Abramowicz @lisaabramowicz1]

If you're struggling to explain the notable selloff in longer-dated Treasuries, you can always blame the quants.... https://t.co/W5dmAIBWej

[RatesGuy @rates_guy]

I would love for anyone to explain to me how they see inflation rising across DM with current framework. Low growth. Low inflation. Lower rates.

[Mark Tannenbaum @MarkTannenbaum1]

Bond Market Flashes Stagflation Alarm After Fed’s Gusher of Cash ⁦@mccormickliz⁩ ⁦@worrachate⁩ https://t.co/XCpMjestXY

[RatesGuy @rates_guy]

Interesting take on what may never happen! TINA remains the case for $!
@FTAlphaville @FTMarkets @FinancialTimes @RanaForoohar

[Financial Times @FinancialTimes]

'It could be that one day, trust in the dollar and trust in America will reconverge,' Rana Foroohar writes https://t.co/YubP1LcruM

[RatesGuy @rates_guy]

Powell said Fed Policies Absolutely Dont Add to Inequality 🤦

Then how do we explain using BlackRock to buy BlackRock ETFs?

[RatesGuy @rates_guy]

Seems the credit facility is up due to equity injection from Treasury. Your view @bondstrategist ?

[RatesGuy @rates_guy]

Definitely on to YCC

[Seabridge Gold Investor (NYSE:SA | TSX:SEA.TO) @GoldSeabridge]

The essential economic problem of our time is too much debt which has crushed economic growth and increased the fragility of the financial system. So, to address this problem, let's have more debt, lots more.

[RatesGuy @rates_guy]

Wow! This has to be the steal of the day! Finally admitting to it! @BChappatta

[Brian Chappatta @BChappatta]

"It doesn't have implications for inflation."

- Powell on the size of the Fed's balance sheet

[RatesGuy @rates_guy]

@lisaabramowicz1 Not if we stay away from the NIRP!

[RatesGuy @rates_guy]

@SaraEisen Days like this only happen when we're in the early phases of recession! A recovery without a vaccine is only a temporary high

[Sara Eisen @SaraEisen]

Are we in the beginning of recession or beginning of recovery?

[Bloomberg TV @BloombergTV]

The Fed's ammunition to keep the economy going isn't going to last forever, says Oaktree's Howard Marks.

Watch our full exclusive interview ➡️https://t.co/DRasNbQEHw

[RatesGuy @rates_guy]

"Unlimited QE" can only take you so far. Unless, unless, back of the mind you do plan to take rates negative if needed @SaraEisen #FED #Powell @60Minutes

[Sara Eisen @SaraEisen]

“We’re not out of ammunition... not by a long shot” Fed Chair Jay Powell @federalreserve @60Minutes

[RatesGuy @rates_guy]

Fed has lending power, not spending power! One brings inflation, the other does not! QE in any form will never be inflationary! @NickTimiraos #FED #Powell

[Nick Timiraos @NickTimiraos]

What if the Fed goes where no Fed has gone before in lending straight to Main Street—and few take up those loans?

“The Main Street program is going to be tremendously complicated,” says Janet Yellen. She worries it may be "insufficiently generous" https://t.co/KGPJYnNVIz