Macro Report/Insights: Bond Levels

Focus on catalysts

Capital Flows

Aug 28, 2023

∙ Paid

Hey everyone,

I laid out my views on bonds in the macro report that I published this morning:

Macro Report/Insights: Comprehensive Macro Report

Capital Flows

Aug 28

Macro Report/Insights: Comprehensive Macro Report

Hey everyone, I always like taking time away to write longer form macro reports framing how I trade for the next couple of months. The last macro report really hit the nail on the head with how bond price action would play out through the month of August:

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If you are trying to get a better grasp on the bond market, check out the primer I wrote here: Link.

The 5-Part FX Primer would also be very helpful on this as well: Link

Bonds:

Now let’s talk about the specific levels and catalysts for bonds moving into this week.

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