“September is when the communists prevail 56% of the time.” — Conkthagoras, 520 BCE

New records for SOFR futures. Open interest hit 12.7M last week as year-to-date ADV reached 3.5M. More details here: spr.ly/6014m7gZY

priced in

Trump wins, while foreign FX-hedged investors start buying more dollar assets as the curve uninverts, yet the DXY remains under 100 by year-end

he’s the number-one ranked forex repo trader

the S&P500 is trading like a European index

okay, for real, that's too many rate cuts

patriots are gonna let Euribor futures outperform their stocks it's never been so over

“the yield curve inversion predicts imminent recession” “wait no, it's the uninversion”