Non era già il 7 agosto?

Italian newspaper: “Trump kisses markets’ ass” (fr fr)

There will be, you know, signs…
(HT @preachypreach.bsky.social )

giant leaps towards irrelevance

Touchy feely White Housey

For a couple pounds of beef, half a glass of milk and 2/3 squares of stuff like this

10yr Bund vs swap is the real, all time shitshow.

I feared these stickers could be useful again, sometime in the future

🙋🏻‍♂️

pare una dinamica molto lenta, comunque

Even a broken clock is right twice a day?
Not all of them, it seems.

CA on ECB tools:
"PEPP flexibility is very efficient, but its power is limited;
the OMT is potentially extremely powerful but it requires a politically-toxic ESM
programme; as for the TPI, the European Commission can simply destroy it by
doing its job: warning countries against excessive deficits."

The Italian retail sector has come to the rescue of BTPs in recent years but will it keep doing so in 2024, when an even larger net supply hits the market?

This will come in handy in Q1 ‘24