Trade: Update/Opening

Nov 26, 2024

∙ Paid

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

Nov 25

The macro regime and its implications for assets over the next 30 days have been laid out in the following reports/podcasts:

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