RepoInsight (@repoinsight) 's Twitter Profile
RepoInsight

@repoinsight

Passionate about global macro. Sharing data, charts & analysis. Views are my own. No investment advice.

ID: 1743382987478061056

linkhttps://repoinsight.substack.com/ calendar_today05-01-2024 21:25:05

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RepoInsight
@repoinsight

a month ago

This week is huge - we have the QRA, FOMC, NFP, ISM Manufacturing, US GDP, plus BoJ and BoC pressers. - The baseline expectation for the QRA is that Bessent will leave coupon auction sizes unchanged. - STIR pricing is not expecting a dovish Fed. SOFR Dec‘25 sold off to 96.06