Talking Points
All eyes turned to US inflation data Wednesday, as markets exhibited what one popular strategist
All eyes turned to US inflation data Wednesday, as markets exhibited what one popular strategist
Predictably, Donald Trump sued everyone in sight this week, even before Joe Biden reached the
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
“We’ve got [an] inventory that has incredibly low delinquency embedded in it right now and
Quite a bit to digest, but perhaps not much to move markets other than at the very front-end.
Some feedback on the great BBB apocalypse debate and more.
“This episode reminds us all of the importance of having well- functioning markets”.
“An important stepping stone”.
“The USA should always be paying the the lowest rate”.
This doesn’t say much for “progress”.
…but it’s still madness.
Further into the Twilight Zone we go.
Now, apparently, the Fed is rooting against US businesses.
The risks are myriad – the dangers clear and present.
“I want to thank the mob.”
“I hope everyone can understand that I was there as a son, husband and dad.”
But don’t worry, it will leak.
“From the Twilight Zone.”
In one text, Yarasavage said she was in touch with “Brett’s guy,†and also with “Brett,†himself.
Well, the reviews are in on the Fed decision, the SEP, the dots and on Jerome Powell’s “plain speak” presser debut.
Eventually, dumb shit is recognized for what it is.
“The ability to achieve HY short exposure via exchange listed products has allowed a wider range of market participants to put the trade on.”
“Last week’s twin 1,000 point plunges on the Dow were not errors.”
Translation: this is not a drill, dammit.
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…
Naturally, this raises questions about whether an inversion would prompt the Fed to slam on the brakes when it comes to the hikes.
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