So #[0] this reemergence of selling in treasuries since the start of the month, seems like it could pick-up pace into the coming quarter, what do you think happens from here?
https://nostr.build/i/no...
Smart money sells treasuries like this if expectation that yields are going much higher. Right now risk markets expect Fed to slow down then pivot this year.
Bonds tell a different story.
Sell ahead of rising yields, buy back when Fed is done.
Bonds tell a different story.
Sell ahead of rising yields, buy back when Fed is done.
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