US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Joined February 2009
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4,811 Photos and videos
Jun 12
I have muted trillionaire so I won't see my own tweet. Hoping no typos
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Jun 12
MOU bid for Ts fading with 5s off 8 ticks from overnight highs. Front end repricing of the past few months isn't just about the Iran war. Ts need to grapple with a Fed that is likely to remove its easing bias at the next FOMC
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Jun 11
With JGB 30s eyeballing 4%, can't count on automatic foreign bids for UST duration. Today's 30y auction may seem like good value at 5% but spread to JGB 30s is on the low side
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Jun 11
No doubt Trump is a boon to trading, but he is exhausting
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Jun 10
Gold now 7% below its 200DMA. It was 43% above is 200DMA in Jan
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Jun 10
With a UST 10y auction on deck, timely to look at 10s on the curve. The 5s10s30s 'fly which generally tracks the term premium has diverged recently with 10s richening up. Not a fan of the belly generally but this just adds to my disdain
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Jun 10
There haven't been many big surprises in CPI releases lately as prints have been close to expectation. Hoping for the same today, ie core between 0.2-0.3%
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Jun 9
They say nothing good happens below the 200 day moving average. Let's see if that's true for silver
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Jun 8
5s up 9 ticks from overnight lows as yields north of 4.30 brought out the buyers. No clear sailing just yet though with supply and key inflation prints on deck this week.
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