RS @RAS42711
Joined April 2024-
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@DannyDayan5 @LukeGromen @DerivativesDon @PatientStacker @LawrenceLepard @luke_veil HF posn in USTs is not a risk to yields per se, though it does create some stability issues when the basis trade is unwound in size
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@LukeGromen @DerivativesDon @PatientStacker @DannyDayan5 @LawrenceLepard @luke_veil HFs holding those USTs do so as a basis trade Vs futures; unwinding that isn't outright bearish USTs as it involves buying UST futures; it does however cause the basis to re widen
@ArchieHall @nikostro Why is is surprising that we've trained AI to forecast as well as humans? That's literally what they're trained ln
@vtchakarova 50% cut in fuel allowances for government vehicles** Not quite the same as a 50% nationwide cut....
@MarcoCastel Sure, in aggregate. Doesn't change the fact that some projects get cancelled for every 100bp change in yields Companies also well aware the market forward revenue expectations are stupid. Very different when you are the one holding the chequebook
@nickgiva1 Demonstrably untrue if you look at reaction to Jun fomc
@Arya__Deniz Than real growth? Have you seen inflation?
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