@ellioturu.bsky.social
Massive SOFR-Fed Fund volume across the board.
December 10, 2025 at 9:18 PM
Massive SOFR-Fed Fund volume across the board.
MOC: $1.2BLN TO SELL
December 10, 2025 at 8:52 PM
MOC: $1.2BLN TO SELL
POWELL: EMPLOYMENT DOWNSIDE RISKS APPEAR TO HAVE RISEN RECENTLY
December 10, 2025 at 7:35 PM
POWELL: EMPLOYMENT DOWNSIDE RISKS APPEAR TO HAVE RISEN RECENTLY
POWELL: INFLATION REMAINS SOMEWHAT ELEVATED
December 10, 2025 at 7:31 PM
POWELL: INFLATION REMAINS SOMEWHAT ELEVATED
HASSETT: 25 BPS CUT WOULD BE A SMALL STEP IN RIGHT DIRECTION
HASSETT: FED WILL PROBABLY NEED TO DO SOME MORE
HASSETT: FED WILL PROBABLY NEED TO DO SOME MORE
December 10, 2025 at 6:22 PM
HASSETT: 25 BPS CUT WOULD BE A SMALL STEP IN RIGHT DIRECTION
HASSETT: FED WILL PROBABLY NEED TO DO SOME MORE
HASSETT: FED WILL PROBABLY NEED TO DO SOME MORE
yields :
30yr 4.802
10yr 4.186
5yr 3.789
2yr 3.511
30yr 4.802
10yr 4.186
5yr 3.789
2yr 3.511
December 10, 2025 at 2:21 PM
yields :
30yr 4.802
10yr 4.186
5yr 3.789
2yr 3.511
30yr 4.802
10yr 4.186
5yr 3.789
2yr 3.511
Decent open interest changes in fed funds futures: FFG +49.7k / FFH +49.1k / FFJ +40.4k
December 10, 2025 at 1:25 PM
Decent open interest changes in fed funds futures: FFG +49.7k / FFH +49.1k / FFJ +40.4k
FOMC
FOMC Rate Decision - 2:00pm
Summary of Economic Projections - 2:00pm
Powell Press Conference - 2:30pm
FOMC Rate Decision - 2:00pm
Summary of Economic Projections - 2:00pm
Powell Press Conference - 2:30pm
December 10, 2025 at 1:01 PM
FOMC
FOMC Rate Decision - 2:00pm
Summary of Economic Projections - 2:00pm
Powell Press Conference - 2:30pm
FOMC Rate Decision - 2:00pm
Summary of Economic Projections - 2:00pm
Powell Press Conference - 2:30pm
The International Monetary Fund (IMF) on Wednesday raised its forecast for China's economic growth in 2025 to 5 percent year on year, up by 0.2 percentage points from its previous estimate in October. #XinhuaNews
December 10, 2025 at 12:58 PM
The International Monetary Fund (IMF) on Wednesday raised its forecast for China's economic growth in 2025 to 5 percent year on year, up by 0.2 percentage points from its previous estimate in October. #XinhuaNews
Paramount Could Lift Warner Bid to $35-a-Share to Upend Netflix: BBG
December 10, 2025 at 12:58 PM
Paramount Could Lift Warner Bid to $35-a-Share to Upend Netflix: BBG
Student-loan debt is now at a record $1.65 trillion, per ABC
December 10, 2025 at 12:57 PM
Student-loan debt is now at a record $1.65 trillion, per ABC
Fed probabilities
December 10, 2025 at 12:47 PM
Fed probabilities
JPMorgan recommended buying US Treasury 2-year notes at yields around 3.60%, seeing scope for a rally to below 3.40% and potentially below 3.30% during the first quarter.
December 10, 2025 at 12:39 PM
JPMorgan recommended buying US Treasury 2-year notes at yields around 3.60%, seeing scope for a rally to below 3.40% and potentially below 3.30% during the first quarter.
MOC: $2.2BLN TO BUY
December 9, 2025 at 8:50 PM
MOC: $2.2BLN TO BUY
Reposted
Rand Paul: "It has not been the history of the US to kill people who are out of combat. Even if there is a war, which most of us dispute -- that a bunch of people who are unarmed allegedly running drugs is a war -- we still don't kill people when they're incapacitated ... it's illegal and immoral."
December 9, 2025 at 1:15 PM
Rand Paul: "It has not been the history of the US to kill people who are out of combat. Even if there is a war, which most of us dispute -- that a bunch of people who are unarmed allegedly running drugs is a war -- we still don't kill people when they're incapacitated ... it's illegal and immoral."
Decent Eris SOFR Dec/March Roll taking place.
Next Monday March contracts become front
Next Monday March contracts become front
December 9, 2025 at 2:42 PM
Decent Eris SOFR Dec/March Roll taking place.
Next Monday March contracts become front
Next Monday March contracts become front
HASSETT: BUT BESSENT DOESN'T WANT THE FED JOB
HASSETT: PLENTY OF ROOM FOR FED TO CUT
HASSETT: PLENTY OF ROOM FOR FED TO CUT
December 9, 2025 at 2:33 PM
HASSETT: BUT BESSENT DOESN'T WANT THE FED JOB
HASSETT: PLENTY OF ROOM FOR FED TO CUT
HASSETT: PLENTY OF ROOM FOR FED TO CUT
JPMORGAN SEES CHINESE AI STOCKS MORE AFFORDABLE THAN US PEERS
December 9, 2025 at 12:52 PM
JPMORGAN SEES CHINESE AI STOCKS MORE AFFORDABLE THAN US PEERS
JPMorgan Treasury Client Survey Net Longs Fewest in Five Weeks
All clients (Dec. 8 vs. Dec. 1)
Long: 24 vs. 30
Neutral: 67 vs. 61
Short: 9 vs. 9
Net longs: 15 vs. 21
Active clients
Long: 33 vs. 44
Neutral: 56 vs. 45
Short: 11 vs. 11
All clients (Dec. 8 vs. Dec. 1)
Long: 24 vs. 30
Neutral: 67 vs. 61
Short: 9 vs. 9
Net longs: 15 vs. 21
Active clients
Long: 33 vs. 44
Neutral: 56 vs. 45
Short: 11 vs. 11
December 9, 2025 at 12:47 PM
JPMorgan Treasury Client Survey Net Longs Fewest in Five Weeks
All clients (Dec. 8 vs. Dec. 1)
Long: 24 vs. 30
Neutral: 67 vs. 61
Short: 9 vs. 9
Net longs: 15 vs. 21
Active clients
Long: 33 vs. 44
Neutral: 56 vs. 45
Short: 11 vs. 11
All clients (Dec. 8 vs. Dec. 1)
Long: 24 vs. 30
Neutral: 67 vs. 61
Short: 9 vs. 9
Net longs: 15 vs. 21
Active clients
Long: 33 vs. 44
Neutral: 56 vs. 45
Short: 11 vs. 11
MOC: $1.5BLN TO BUY
December 8, 2025 at 8:50 PM
MOC: $1.5BLN TO BUY
Reposted
MTG says she’s watched colleagues who once mocked Trump pivot to “kissing his ass” and wearing MAGA hats.
December 8, 2025 at 12:00 AM
MTG says she’s watched colleagues who once mocked Trump pivot to “kissing his ass” and wearing MAGA hats.
block: FV 15k @ 108-312
Block: TY 10k @ 112-045
Block: TY 10k @ 112-045
December 8, 2025 at 4:09 PM
block: FV 15k @ 108-312
Block: TY 10k @ 112-045
Block: TY 10k @ 112-045
UK 10-YEAR GILTS EXTEND LOSS, YIELD RISES 5BPS TO 4.53%
December 8, 2025 at 3:19 PM
UK 10-YEAR GILTS EXTEND LOSS, YIELD RISES 5BPS TO 4.53%