“Enjoy yourself.”Â
Category: 10Y
Storm The Castle.
Grab a pitchfork.
Is This Time Different? The Shutdown, The Honey Badger Market, And Everyday Americans
But you know, it’s like Lincoln said, this is government “of the people, by the people, and fuck the people.”
Buckle Up, We Need You: Full Week Ahead Preview
This should be interesting.
The Fate Of King Dollar In Global Reserves
So yeah, people are talking about reserve diversification.Â
Kanye Shrug.
And that’s the week.
Soooo… Can I Still Go Golfing?
Is it Friday yet?
What Would A Government Shutdown Mean For Markets? Goldman Explains
Even if we avert a shutdown this week, things will be worse next month for the following three reasons…
Good News: Customer Service Fixed The Stock Market.
“Yes, is this customer service? I’d like to report an outage in the magic money machine.”
Everything Was Going Great Until…
It was not to be…
DACA Schoen: Full Week Ahead Preview
All eyes on (geo)politics. And Canada. Of course.
Cities Upon Hills And Castles In The Sky.
Thank God it’s Friday.
Wall Street Warns Of ‘Supply Floodgate’ As Trump’s Tax Bill Balloons Deficit
So when you hear conspiracy theories about upwardly revised projections with regard to Treasury supply, just know that there is no conspiracy. There is just reality. And the reality is this…
Paging Goldilocks: CPI Beat Makes Good News Bad Again
Remember “good news is bad news”?Â
CPI Beats But It Might Be Small Comfort To Beleaguered Dollar
FED FUND FUTURES INDICATE ODDS OF MARCH HIKE RISE TO 83%
TREASURY 2-YEAR YIELD HITS 2% FOR FIRST TIME SINCE SEPT. 2008
So You Want To ‘Breakeven’?
“For the true inflationists, what you want to own is the breakeven rate..”
‘I’m Smart.’
“Not like everybody says.”
Morgan Stanley Says Bonds Are Not In A Bear Market – No Word On ‘Men’
“You can go about your business. Move along.”
‘Spotlight On The Euro As A Reserve Currency’: Is This The Most Important Takeaway From The ‘Fake’ China Treasury News?
“… the EUR as a reserve currency appears to be an increasingly attractive long-term proposition.”
Bill Gross Says ‘Bonds, Like Men, Are In A Bear Market’, Endorses Oprah, Says He’ll Put The Toilet Seat Down If He Needs To
“I could go on and on. I won’t. I don’t dare. Actually most of the world’s problems would go away if men just stayed home, watched football and learned to talk to their partners during commercial breaks.”
David Stockman Heralds The Return Of The Bond Vigilantes: They’re Back!
“But last night some strange riders were spotted galloping eastward from China and Japan. While their visage may be somewhat foggy to the uninitiated, the boys and girls on Wall Street are about to discover that it’s not exactly Big Bird swooping onto their playground.”
Chinese Checkers.
Headlines aplenty.
‘If Someone Powerful Wanted To Push The VIX Up’: Is This Why China Is ‘Halting’ U.S. Treasury Purchases?
“…if a powerful party wants to roil the equity market, and push the VIX up, one of the best routes is via Treasury bond vol.”
Trader: There Are Better Places To Sell
“I don’t know if they are trying to show Trump who is boss ahead of trade talks, or if there is some other game theory tactic at work. Either way, be careful assuming this is some market shift China announced ahead of time out of the goodness of their hearts.”
Will China’s Move To Cease Buying U.S. Debt Trigger An S&P Correction?
It’s certainly possible.
News China Set To ‘Slow Or Halt’ Buying Of U.S. Treasuries Ripples Through Markets
Well, if you needed another reason to believe that the Treasury selloff which gathered pace on Tuesday was set to continue, you got one this morning.
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