Part One: Trading the US Yield Curve
2s10s30s fly has been an insane trade. +23bps in the span of a few days, I’m getting out of about half of it here and putting a stop at the entry.
So it’s too late to get in here you think ?
This is an amazing write up. Thank you for this
"higher yields = bearish rates and lower yields = bullish rates" stuff they just do not ever teach or explain on fintwit. honestly i've been around for a while but super psyched about this series. gatekeeping in macro world is v real
Great article! Is there any downside to trading this using yield futures?
Great write up, and I'm getting on a plane to Bondistan.
Greatly appreciated C. One of the best primers I've read and by god do people overcomplicate these things on twitter.
this Mayne got that mf dawg in him frfr
2s10s30s fly has been an insane trade. +23bps in the span of a few days, I’m getting out of about half of it here and putting a stop at the entry.
So it’s too late to get in here you think ?
This is an amazing write up. Thank you for this
"higher yields = bearish rates and lower yields = bullish rates" stuff they just do not ever teach or explain on fintwit. honestly i've been around for a while but super psyched about this series. gatekeeping in macro world is v real
Great article! Is there any downside to trading this using yield futures?
Great write up, and I'm getting on a plane to Bondistan.
Greatly appreciated C. One of the best primers I've read and by god do people overcomplicate these things on twitter.
this Mayne got that mf dawg in him frfr