Am I the only person who is not a self proclaimed "bond king" to believe 10-year yields will break out from this channel?— Otavio (Tavi) Costa (@TaviCosta) March 25, 2022
Wake me up when "yield curve control" becomes a narrative again. pic.twitter.com/ZKSW4O3tm1
All analysts seem to agree: Inflation is permanent! Me: Get real! We have seen inflation spike since March ´20. The spike into 2008 top develop from 1999 = 9 yrs!🤦♂️Please observe the structures. We are closing in on B-wave top! The coming crash will be very surprising to analysts pic.twitter.com/gRZ4LL1aQ5— Henrik Zeberg (@HenrikZeberg) March 25, 2022
Bulls, here's why you're doomed:— Mac10 (@SuburbanDrone) March 25, 2022
Pundits can't now say the Fed's moving too fast when they've ALL been claiming the Fed is behind the curve.
You are now trapped by a consensus of idiots. Which means this continues until something breaks.
That something, is YOU. pic.twitter.com/JjuueL4Jfe
Re-shorted here at 4520: (1) reloaded SPX 4/1 puts at 442 that I exited late yesterday and early today. (2) so in sync with the roadmap I tweeted earlier; it would be weird if I don't enter some shorts--that said, not BIG size, as it may pop up a bit to 4530 bf turning south.
''The Fed isn't tapering!— Alf (@MacroAlf) March 25, 2022
Their MBS holding went UP by 20 billion last month: they are lying to us!''
Mortgage-backed securities transactions often settle weeks AFTER the purchase has been made.
Stop with these conspiracy theories: the Fed is tapering. pic.twitter.com/SDG08TY9wQ
There is nothing worse than a market in which both bonds and stocks go down in tandem. Thanks to overweight tech.— xTrends (@xtrends) March 25, 2022
I believe downside acceleration will begin when Bonds turn higher. This is potentially an upside reversal spot for t-bonds
5y notes weekly pic.twitter.com/NW8vEwb0lk