Coffee's Substack
Coffee CapitalMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 2 months ago | Last Issue | 5 days ago |
| Active | |||||
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coffeecapital.substack.comLatest Issues
U.S. FOMC Debrief
Recap
The U.S. FOMC hiked interest rates by 25bps today from 3.75% to 4.00%. This move was expected by the market (>90% chance) with last Friday’s inflation report moving the odds significantly higher. I will dive into the details, but...
Everything You Need to Know About the Bond Market Right Now
The Buybacks
The Treasury announced their plan to buy up to $6 billion of 10 - 30Y debt, which is triple the current maximum size of $2 billion per operation. Recall that last month, Bessent noted that the size would be increased to at...
Treasuries Are Attractive Here
Bonds around the world are beaten down. The headlines are constant. I am not going to spend this article going over the reasons - rather, I am going to explain why long bonds may be a successful trade over the near to medium term.
Mark...
Why Negative Swap Spreads Matter
What Is a Swap?
First, a quick primer. A swap is just an agreement to exchange cash flows with a counterparty over a period of time. That is the simplest definition. You can exchange fixed cash flows for other fixed cash flows, fixed...
U.S. Weekly Economic Data + Bond Market Reaction
CPI: Soft
Let’s start with inflation. Although it was expected to be a market mover, it was a benign print with both core (+0.2% m/m) and headline (+0.1% m/m) coming in line with what the market expected. This put the yearly figures f...
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Authors
The writers behind this newsletter.
CFA Charterholder || MACRO — MARKETS — INVESTING || Institutional Investor || Not financial or investment advice. Twitter/X: @coffee__capital
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