One Trader’s Advice To Yellen: Get Your Motherfuckin’ ‘Roll’ On…

On June 27, in comments delivered in Sintra, Portugal, Mario Draghi suggested he'd look through transitory weakness in inflation when assessing the appropriateness of monetary policy. As it turns out, that was the shot across the bow which set the stage for two weeks worth of hawkish posturing from DM central bankers - posturing that culminated on Wednesday morning with a rate hike from the BoC. Of course the most notable move across assets since June 27 is what we've seen in bund yields, whic