Discover and read the best of Twitter Threads about #threadoftheday
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🧵Smartkarma #macro #threadoftheday
How the Treasury Refresh May Not Be Catastrophic
— Cam Hui @HumbleStudent
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How the Treasury Refresh May Not Be Catastrophic
— Cam Hui @HumbleStudent
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The U.S. Treasury market is expected to see a flood of new issuance which would draw liquidity from the financial system and create headwinds for the price of risk assets.
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Tthere may be a narrow benign liquidity path for the Treasury account reset if the assets parked at the Fed’s reverse repo facility shift into Treasury paper.
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🧵Smartkarma #bottomup #threadoftheday
Taiwan Dual-Listings: TSMC Spread Opens Again for Opportunity; Others Have Swung Substantially
— Vincent Fernando, CFA
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$TSM.US
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Taiwan Dual-Listings: TSMC Spread Opens Again for Opportunity; Others Have Swung Substantially
— Vincent Fernando, CFA
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$TSM.US
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TSMC is back to an 11.8% ADR premium after dropping to 8%... potentially another good Long/Short point.
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UMC has flipped to a -0.6% ADR discount, from a 5.6% Premium. If the discount ticks slightly more negative then a good setup level will open up.
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🧵Smartkarma #macro #threadoftheday
Bank Watch – Deutsche, Deustche Alles Ist Vorbei
— Andreas Steno @AndreasSteno
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Bank Watch – Deutsche, Deustche Alles Ist Vorbei
— Andreas Steno @AndreasSteno
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Why is Deutsche Bank suddenly selling off violently again without a trigger?
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Could the FIMA-repo usage be a hint that a European entity needs USDs?
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