2 points | 1 comment | 3 months ago ago by Cancelthis from Options
30 year rates only down 0.9 %
Cancelthis |2 pointswritten 3 months ago ago
Certainly appears like active OMO withdrawal.
Alternative explanations :
True withdrawal by central banks in Kuala Lumpur and Peking and Shanghai - or ember banks
Also : simple de hypothecation [ reduction of risk borrowing by systematic - linked operators ]
Also : and much more interesting, shift into specific commodities. Might report on commodities.
Cancelthis |2 pointswritten 3 months ago ago
Certainly appears like active OMO withdrawal.
Alternative explanations :
True withdrawal by central banks in Kuala Lumpur and Peking and Shanghai - or ember banks
Also : simple de hypothecation [ reduction of risk borrowing by systematic - linked operators ]
Also : and much more interesting, shift into specific commodities. Might report on commodities.