4 Comments
User's avatar
Amortization's avatar

Great write-up, as always.

With the volatility/surprise surrounding this specific bill ops, are you concerned at all with the hypothetical: “volatility has migrated to RV/basis trades while GC looks like it’s stable”?

Expand full comment
Conks's avatar

nope

Expand full comment
David's avatar

♥️

Expand full comment
Katorthoun's avatar

"...single "divine" rate..."

aka, yield curve control? Is it time now?

Expand full comment