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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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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Read 6 tweets
🧵Smartkarma #bottomup #threadoftheday

Taiwan Dual-Listings: TSMC Spread Opens Again for Opportunity; Others Have Swung Substantially
— Vincent Fernando, CFA


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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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Read 6 tweets
🧵Smartkarma #macro #threadoftheday

Bank Watch – Deutsche, Deustche Alles Ist Vorbei
— Andreas Steno @AndreasSteno

Why is Deutsche Bank suddenly selling off violently again without a trigger?

Could the FIMA-repo usage be a hint that a European entity needs USDs?

Read 6 tweets

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