<aside> 🔖 mostly macro • heavy rates + stir, heavy charts (75-100/link)
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<aside> 🗒️ macro, f/x, flows, positioning, rates, stir, fed, vol, balance sheet, tga, treasury, refunding, supply, reserves, financial conditions, growth, inflation, policy, plumbing, repo, global rates policy, yield curve, swaps, swap spreads, money markets, x-asset, fund flows, returns, earnings, geo pol, trade
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<aside> 🗒️ usual sources: GS, BAML, JPM, MS, DB, BNP, Charlie McElligott, Concoda, John Authers, FRB’s, ++
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Kocic, Pozsar, …, McElligott, …