A daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 486 | Founded | 2 years ago | Last Issue | 2 days ago |
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Thematic Trade Update: Closing Peaking Nominal Growth
Boy that escalated quickly.
Since opening the new thematic trade, 10yr yields are down about 30bps and stocks have fallen roughly 5%. Given the magnitude of the moves in the short-term, it makes sense to not be too greedy here…
Bailey’s Transitory Delusions
BoE finally lifts rates today after Bailey has spent months explaining away every concern on inflation. Given the stance, short-end pricing for a series of hikes is likely to be disappointed ahead.
If I were to tell you that a large develo...
Acceptance & Obstruction
The market bounce came as the administration accepted the election results, but the longer-term question is how the AI boom will meet expectations with so many governors now opposed.
It didn’t take long last night to see what was expected...
The Shitload of Treasury Issuance Coming
The first QRA release shows far more marketable borrowing coming in the first quarter than in recent years, making it increasingly difficult for The House to manipulate the curve.
Welcome to election day here in the US where current pricin...
Underestimating the RBA’s Resolve
Despite 100bps of hikes in the bag and another coming today, the economy is far from cooling enough for the RBA to meet its inflation goals. STIR likely unprices their efforts ahead.
There was a time when central bankers from across the de...
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CIO at Unlimited Funds | Fmr IC at Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
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