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Prikvačeni tweet
Important questions for
#monpol in Oct 2019: 1) What level of $ is FRB comfortable monetizing? 2) When will SRF be launched? 3) What is tolerance for changes to LCR (low so far, according to Powell)? More than economy, these 3 will determine how many rate cuts in next 12m.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
S&P 500 fails to make intraday ATHs. Fire the algos!pic.twitter.com/mjFw72VeOT
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Just when worries about an exogenous event percolate, domestic economic data start creeping up. Ain't it always the way it goes?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I think this is the base case and largely priced. Not much to do with the news.
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Lot of headlines from
@USTreasury refunding announcement: 1) Coupon sales holding $84bln despite GSIBs balance sheets jammed up with the stuff 2) 20yr coming in May looks like. 3) SOFR-based FRNs in the works. Everyone and their mother keeps trying to jump start SOFR.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
His buddy little Erl coming along for the ride too. Worst is over for now, markets wise at least.pic.twitter.com/jL0ddRoQXU
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Dr Copper making a run at it this morning. Been a while since he participated in anything.pic.twitter.com/kTgSg58yRZ
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Get in line behind
@AtlantaFed@NewYorkFed@stlouisfed and about 3 dozen others.https://twitter.com/baptist_simon/status/1224899598419779584 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Tells us two things: 1) PBoC data suggest continued deterioration in economic conditions unabated by stimulus thus far. 2) Stimulus seems to be working it’s way into developed market risk assets right quick.
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Clearly the PBOC is committed to whatever stimulus is remotely possible (I’m not sure there’s a good transmission mechanism when 2% of the country’s GDP is in quarantine, but I digress).
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Guy LeBas proslijedio/la je Tweet
Each year, we recognize an advisor who embodies our values and makes a positive impact for their clients, colleagues and community. Congrats to Murray Carter of CSG Capital Partners of Janney Montgomery Scott LLC, for being our 2019 FA of the Year!http://bit.ly/2uWqewG
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You know it’s bad when
@elerianm doesn’t say something like “you should triple-barbell your portfolio liquidity risk” and just says “don’t buy.”https://twitter.com/SquawkCNBC/status/1224321468747722752 …
0:48Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
US rates complex taking back early losses slowly but surely despite equity stability. 5 ticks off the lows on 10s.pic.twitter.com/nTjS8ZgcJO
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No response in US risk or rates. Wild.https://twitter.com/rover829/status/1224144259453861889 …
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Happy Sunday night everyone.https://twitter.com/longconvexity/status/1224087772258095104 …
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Guy LeBas proslijedio/la je Tweet
Lost in all the noise is the fact that people are, mostly, good.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Guy LeBas proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Obviously that's within the range of noise, but certainly doesn't help given slow growth starting point.
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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