Discover and read the best of Twitter Threads about #realqe
Most recents (1)
1/ A QUICK REVIEW OF THE BOND MARKETS: Last few sessions have seen major markets contend with their own set of unique issues but it seems all assets are dealing with illiquidity & correlation breakdowns (within asset classes and on a cross-market basis) what’s going on? @RaoulGMI
2/ US TREASURIES – THE LAST LINE OF DEFENSE PT-1: Treasuries are key to the foundation of the banking system (and globally via USD), when the biggest bond market in the world is not behaving as normal, it sends shockwaves rippling thru itself and other assets. @vol_christopher
3/ US TREASURIES – THE LAST LINE OF DEFENSE PT-2: A lot of investors will throw USTs into a generic category, but there are various products where each have their own set of attributes/constraints. What we are seeing is the UST market compete with itself, never good. @YfyGomez
