September 18, 2024 - Notes From the Rabbit Hole

NFTRH+; Personal Strategy for FOMC

First off, I don't love that a majority of CME traders now expect a 50bp cut today, because it leaves wiggle room for the Fed to serve agenda, should it…

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September 18, 2024

A Tale of Two Yield Curves

If the 2yr yield is leading the 3 mo. T-bill yield (it is), the 10-3 mo. yield curve will follow the 10-2 yield curve I've used this chart repeatedly to…

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September 18, 2024