Discover and read the best of Twitter Threads about #parabola
Most recents (1)
Weekly Global Macro Review 10/07/21
1/15
@hedgeye calls it #Quad2 reflation, but I rather prefer @jam_croissant’s colorful description of “endless gamma squeezes” oh so reminiscent of 🎉🍾🥳 like it’s 1999!
Let’s dig into the macro 🧮 for the week
1/15
@hedgeye calls it #Quad2 reflation, but I rather prefer @jam_croissant’s colorful description of “endless gamma squeezes” oh so reminiscent of 🎉🍾🥳 like it’s 1999!
Let’s dig into the macro 🧮 for the week
2/15
A 🕊 #FOMC on Wednesday and a 💪🏼 #NFP report on Friday with underlying wage #inflation of 4.9% y/y was enough to ignite a rally in the $UST market ↗️
WTF, you say?
A 🕊 #FOMC on Wednesday and a 💪🏼 #NFP report on Friday with underlying wage #inflation of 4.9% y/y was enough to ignite a rally in the $UST market ↗️
WTF, you say?
3/15
Indeed, the MOVE 66.30 ↘️ from 78.34 on Tuesday as the 10/2s curve remained 🥞 at 105
2Y .405 -9.6 bps
5Y 1.056 -12.9 bps
10Y 1.455 -10.6 bps
30Y 1.888 -5.1 bps
Chart: Despite a strong #NFP, the $TNX ↘️ -10.6 BPS to 1.455 and at critical support
Indeed, the MOVE 66.30 ↘️ from 78.34 on Tuesday as the 10/2s curve remained 🥞 at 105
2Y .405 -9.6 bps
5Y 1.056 -12.9 bps
10Y 1.455 -10.6 bps
30Y 1.888 -5.1 bps
Chart: Despite a strong #NFP, the $TNX ↘️ -10.6 BPS to 1.455 and at critical support
