The entire interest rate complex provided for an insane start to the year. All the targets came in and I am back to neutral especially in the face of an ECB meeting tomorrow and funky action on the back of the "surprise" BOC rate cut.
Definitely neutral for now and waiting to see if what we saw was a real failed breakout from that multi year trend or the yields are really going to catch up with the rest of the western nations in the sub 1% range.
Comments
Justiceisfalse
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Fuck it. I'm back in for more. Looking for 132s
Justiceisfalse
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Not gonna lie, I pressed the short yesterday as the ES_F looked like shit.