Mine the Market
throughmid.bsky.social
Mine the Market
@throughmid.bsky.social
Hedge fund PM/trader interested in all things macro.
GS recommend receiving Jan FOMC at 18bps cumulative priced — feels too much like a punt on NFP to me, especially given the noise in revisions. Would rather wait for confirmation and chase the rally; market has been leaning short post-election and CTA signals are still bearish.
November 24, 2024 at 8:30 PM