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.


Kitchen Sink.

Everything but…

Chicken-Egg: One Analyst Revisits His ‘Machiavellian Read’ On The Yuan, Yields, And The Dollar

So who’s really in the driver’s seat here? As usual, there’s a strong argument to be made that it’s the Chinese. 

Sign Of The Times.

Well, in what we can only describe as a sign of the surreal times in which we live (and trade)…

‘Tremendous Benefits’: Full Week Ahead Preview

Ok, who’s ready to grab the new week by the…

What Will The Fed Do If The Yield Curve Inverts? Goldman Answers

Naturally, this raises questions about whether an inversion would prompt the Fed to slam on the brakes when it comes to the hikes.

The Fed’s ‘Short Volatility Position’: A Closer Look At Jerome Powell’s Comment

“Another way to look at it, though, is that it’s not so much the sale, the duration; it’s also unloading our short volatility position.”

Hell Hath No (Fire And) Fury.

Up, up and away, but remember…

Jobs Report Misses Badly, Earnings In Line, Dollar’s Woes Continue

That could have been better.

Reservoir Dogs.

“He’s just gonna decide – out of the blue! – to rip us off?”

‘What Goes Up’: Everything.

And you know what they say about “what goes up”…

Ignore That Raging Dumpster Fire.

Just try not to focus on that, ok?

One Bank Reveals 7 Key Calls For The New Year

But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…


It was back to work on Tuesday as investors, analysts, and pundits alike drug their tired asses back to the desk after the holiday break.

Do You Like Your Spreads ‘Obscene’ Or Don’t You?

Still a trade worth putting on.