“Well, bought from them.”
Category: bonds
‘Transient Or Persistent’: What Does Credit Know That Everything Else Doesn’t?
Maybe nothing. Consider it unresolved.
No Resolution.
Aaand that’s the week.
Tipping Dominos At 4 A.M.
Sour mood headed into a risky weekend.
Sittin’ On The Dock Of The Bay.
This should have been an uneventful day, but alas.
God Bless Us, Everyone.
Muddling through, where that means: voracious rally.
Pardon Him.
Put on your tinfoil hats and let’s make some damn money.
All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
Opposite Day.
Like yesterday, only completely different.
Fuggedaboutit.
Ciao Bella.
Fitting End.
And that’s the week.
Is The Second Most Crowded Trade On The Planet Getting Squeezed? Yes! No. I Don’t Know, Maybe!
It was the second-most crowded position on the planet after all.
Sincerely Yours. 😥
Oh well. 😥
One Trader Wants To Know Where The Nuance Is When It Comes To Your Conviction Bond Call
“The few of us that argued locking in 10-year money at 1.4% wasn’t a good risk reward supposedly didn’t understand the overwhelming three Ds – debt, demographics and deflation. Yeah, ok…”
Oil Is Responsible For Rising Bond Yields, But Not In The Way You Think, According To One Bank
A more “credible” explanation?
Out Of The Frying Pan, Into The Fire: Full Week Ahead Preview
Trade war canceled, Trump demands DoJ investigate itself, Italy goes to the populists and Venezuela has an “electionâ€.
A Visual Guide To The Strong Dollar-EM- Fed Hike Causality Chain
Around the world and back again.
Trader Delivers ‘Harsh Realities’ On Breakevens, TIPs And Other Matters
“You have to be long TIPS, but also short Treasuries. Owning TIPS outright is not good enough.”
Cliffhanger.
And that’s the week.
‘Overshoots’, ‘Devastation’ And The Always Enthralling Term Premium Debate
… the overarching narrative makes sense and even if it didn’t, it doesn’t have to. That’s the thing about narratives.
We’ll Have To Wait And See.
Be patient. It’ll work out. Maybe.
Value Versus Growth: One Firm Reminds You That ‘This Time’ Is Never Really ‘Different’
“Yet that raises the question – did something change in the Great Financial Crisis, or is this just a pause in the strategy’s long-term outperformance?”
Should Bond Bears Be Worried About How Much Company They Have?
2 is company but is 3 (%) a crowd?
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