This seems, bad... @biancoresearch Something has broken tonight in the bond market. We are seeing a disorderly liquidation. If I had to GUESS, the basis trade is in full unwind. Since Friday's c… (View Post)

@alexwickham UK borrowing costs are soaring as bond markets crater amid a US Treasuries fire sale *UK 30-YEAR YIELD RISES 16BPS TO 5.51%, HIGHEST SINCE 1998 FTSE 100 down another 2.5% at open https:/… (View Post)

@carlquintanilla.bsky.social‬ FUNDSTRAT tonight: “.. in the last few days, we have had many conversations with macro fund managers. .. A few have quietly wondered if the President might be insane.” h… (View Post)

The Mad King in his rambling speech last night said "I know what I am doing" So do we, but the point is I wonder who is telling him the plan is working, apart from the voices in his head? (View Post)

@rhunt97.bsky.social‬ Boston has the opportunity to do the funniest thing ever @planetoffinks.bsky.social‬ we get 60m dollars worth of tea from China every year. baby, they are literally doing a 104%… (View Post)