US 10yr Treasury Yield and Fed Liquidity Inverse Correlation
Still kicking since beginning of 2022.
Higher for longer
Higher for longer
ความคิดเห็น:
Nice print today, victory is not being declared yet. Ton of volatility still. Hard to go long the TLT when this is playing out.
ความคิดเห็น:
chugging towards 4.00%, liquidity is finicky right now, but is still trending downwards. If you check the WRBWFRBL fed liabilities draining res balances, liquidity is actually ticking up. Should get interesting. Like this correlation tho.
ความคิดเห็น:
debt ceiling deal is close to in the bag, yields coming down makes sense here unless senate doesnt pass it
ความคิดเห็น:
still playing out here. i know the fed liquidity doesnt update, but it still tracks.
ความคิดเห็น:
lol rip TLT hodlers
ความคิดเห็น:
again, rip TLT hodlers
ความคิดเห็น:
RIPPPPPPPP
ความคิดเห็น:
its so over for TLT bulls. couldnt be more over