Roni Green

son, father, husband
clipping coupons, keeping it real

[Roni Green @ronigreen]

@truflation 🦘 Oz data

[Roni Green @ronigreen]

@IMAROOSTAR

[Roni Green @ronigreen]

@DrewPavlou @grok what does milkek tachat mean in hebrew?

[ausbiz @ausbiztv]

Bonds in the spotlight after House passes #Trump's tax-cut bill. Roni Green discussed what the lacklustre US #bond auction tells us 🤨

Watch here: https://t.co/HalnUWIefD

#ausbiz #asx200 #trump

[Roni Green @ronigreen]

The market based measure the Fed likes is higher vs. Lib day but far from being unanchored...

[Roni Green @ronigreen]

@zerohedge check notes - this program was only invented during the pandemic to deal with all the excess liquidity they created.

[Roni Green @ronigreen]

*CHINA ORDERS HALT TO BOEING JET DELIVERIES AS TRADE WAR EXPANDS

Conserving their now scarce US$

[Roni Green @ronigreen]

@conksresearch TARF "Term Asset Relief Facility"

[Roni Green @ronigreen]

@bennpeifert credit JPM

[Roni Green @ronigreen]

@au_shareplicity reminds me of late 2018!

[Roni Green @ronigreen]

Powell vs. Trump round 2

[Roni Green @ronigreen]

Goodbye, AT1

APRA to phase out AT1 as eligible bank capital
https://t.co/xAVNg6Q5lO

[Roni Green @ronigreen]

APRA nukes AT1.

https://t.co/HVuW1DpYE8

[Roni Green @ronigreen]

AT1 positive
Sub Neutral to Positive
Snr Slightly Negative
Equity Positive

IMHO

[Roni Green @ronigreen]

APRA nukes AT1.

https://t.co/HVuW1DpYE8

[Roni Green @ronigreen]

Global Agg already tanks 3.11% Y-T-D. Terrible start to the year just when everyone getting long bonds...

[Roni Green @ronigreen]

@HayekAndKeynes If this becomes the prevailing narrative it will be very welcome by the bond market

[Roni Green @ronigreen]

@GavinEzekowitz from higher to longer to higher forever. Positive real yields at the five-year point of 2.59%, what's the opposite of financial repression? Time to start nibbling at duration imo

[Roni Green @ronigreen]

Going back to 2000, the 7-10yr treasury curve has not had more than 5 months of connective negative returns. Will October 2023 break that streak?

[Roni Green @ronigreen]

Keeping perspective with @au_shareplicity on @ausbiz in the face of a brutal sell-off in government bonds. Is it really higher yield forever now!?

https://t.co/KXDIN2cyJ8