Former Fed open-markets trader. Reads the market through reserve balances, the TGA, repo and the mechanics of QT — where policy meets the money market.
The labor market may be tightening and potentially overheating because the unemployment rate continues trending lower despite a negative payroll print.Month
The yen will continue weakening unless the Bank of Japan raises rates at a more aggressive pace, as intervention cannot overcome wide rate differentials.Month
The labor market may be tightening and potentially overheating because the unemployment rate continues trending lower despite a negative payroll print.DIRECTION ONLY
The labor market may be tightening and potentially overheating because the unemployment rate continues trending lower despite a negative payroll print.
The yen will continue weakening unless the Bank of Japan raises rates at a more aggressive pace, as intervention cannot overcome wide rate differentials.DIRECTION ONLY$DXY$UUP
The yen will continue weakening unless the Bank of Japan raises rates at a more aggressive pace, as intervention cannot overcome wide rate differentials.
Long Treasury yields may stop trending higher because increased Iran peace talks remove a major headwind that had supported higher rates.DIRECTION ONLY$TLT
Comments
0 REMARKS