Trade: Update/Opening
FOMC minutes
We have seen an incremental development taking place in the Fed Minutes today.
Overall, rates have repriced higher over the last 3 months as the rhetoric remains relatively constant.
This falls into the coinflip pricing of the December contract, laid out in the alpha reports (link and link):
All of this provides further clarity and confirmation to the trades that were already open and the next trades:
Trade: Opening
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The macro regime and its implications for assets over the next 30 days have been laid out in the following reports/podcasts:
Trades: Opening
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