Run for the hills !!! @NickTimiraos Bessent: "There is a little uncertainty, but in general the companies I've spoken to…tell me the economy is very solid." "We are in pretty good… (View Post)

It is an ironic side effect that Trump might actually save Ukraine by mistake... (View Post)

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)