Guy LeBasOvjeren akaunt

@lebas_janney

Janney Chief Fixed Income Strategist & PM. Occasionally amusing. Regularly insulted by: , , & charlatan newsletter writers everywhere.

Janney World HQ
Vrijeme pridruživanja: travanj 2011.

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  1. Prikvačeni tweet

    Important questions for 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.

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  2. S&P 500 fails to make intraday ATHs. Fire the algos!

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  3. Just when worries about an exogenous event percolate, domestic economic data start creeping up. Ain't it always the way it goes?

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  4. I think this is the base case and largely priced. Not much to do with the news.

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  5. Lot of headlines from 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.

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  6. His buddy little Erl coming along for the ride too. Worst is over for now, markets wise at least.

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  7. Dr Copper making a run at it this morning. Been a while since he participated in anything.

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  9. 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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  10. 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).

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  12. proslijedio/la je Tweet
    3. velj

    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!

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  13. 3. velj

    You know it’s bad when doesn’t say something like “you should triple-barbell your portfolio liquidity risk” and just says “don’t buy.”

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  14. 3. velj

    US rates complex taking back early losses slowly but surely despite equity stability. 5 ticks off the lows on 10s.

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  15. 3. velj

    No response in US risk or rates. Wild.

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  16. 2. velj
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  17. proslijedio/la je Tweet
    2. velj
    Odgovor korisniku/ci

    Lost in all the noise is the fact that people are, mostly, good.

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  18. 2. velj
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  19. proslijedio/la je Tweet
    1. velj
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  20. 1. velj
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  21. 31. sij

    Obviously that's within the range of noise, but certainly doesn't help given slow growth starting point.

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