I would just like to say that the EUR is under a lot of pressure with their recent GDP figures, the parliamentary elections, and hot conflicts rising. US treasuries are under pressure too as foreign creditors are walking away, which likely is fuel for the somewhat over-zealous narrative in favor of hike(s) this year. Both of these favor the dollar near-term. But on the other hand, hot conflict could ignite gold faster than a small bump in USD would curtail it. I could see gold strength coinciding with haven assets like the ZT. I just don't think a bond buying panic is the move on the week given the headwinds I've mentioned.
Very bullish gen AI pepe memes
thank you sir
we will continue to move forward with unparalleled intensity on the pepe memes
In hindsight it was a pretty boring trading week for one that was jam packed with hot news events!
Thoughts on 2s10s steepner going into fomc?
idk about FOMC catalyst specifically but yeah i still think we steepen
I would just like to say that the EUR is under a lot of pressure with their recent GDP figures, the parliamentary elections, and hot conflicts rising. US treasuries are under pressure too as foreign creditors are walking away, which likely is fuel for the somewhat over-zealous narrative in favor of hike(s) this year. Both of these favor the dollar near-term. But on the other hand, hot conflict could ignite gold faster than a small bump in USD would curtail it. I could see gold strength coinciding with haven assets like the ZT. I just don't think a bond buying panic is the move on the week given the headwinds I've mentioned.