US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Ed Bradford
Loading...
Tomorrow's CPI headlines are likely to be discouraging. But my new post argues we should look under the headline at the distribution of inflation. So far, the heat is in the tails — narrow categories, not broad-based. Worth a watchful eye.
stayathomemacro.substack.com/p/inflation-...
$WBD looking juicy under $27
May CPI projection-slash-forecasts: Another hot headline print due to the war, but a milder core
They say nothing good happens below the 200 day moving average. Let's see if that's true for silver
The 5% revisit by 30s has that "kiss and goodbye" look
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.
