Talking Data Episode
Vložit
- čas přidán 27. 08. 2024
- Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.
I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.
Today Jim discusses the basis trade and bond market positioning and sentiment.
· What is the latest with the basis trade?
· What are other measures of bond market sentiment and positioning saying?
· What are the bond bulls looking for?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Thanks Jim, I watch all your videos and really enjoy learning something new from each one. Thanks again!
Great analysis
what a prime class!
I think the TLT bros are gonna be clobbered.. wish I didn’t own any long bonds
Is this the LTCM trade, waiting for convergence and pocketing the difference? They took the new issuance short and last issuance long, borrowing and lending to different institutions.