all 4 comments

[–]Cancelthis[S] 1 insightful - 1 fun1 insightful - 0 fun2 insightful - 1 fun -  (0 children)

Now at .635 and climbing.

[–]Cancelthis[S] 1 insightful - 1 fun1 insightful - 0 fun2 insightful - 1 fun -  (0 children)

Expect even more speculative cash flows in to 10 year and 20 year and 30 year bonds in next 4 - 6 weeks.

[–]Cancelthis[S] 1 insightful - 1 fun1 insightful - 0 fun2 insightful - 1 fun -  (0 children)

Substantial outflow from bills and money markets - via repo cash, into :

Ford

Nio

Riot

Nvidia

[–]Cancelthis[S] 1 insightful - 1 fun1 insightful - 0 fun2 insightful - 1 fun -  (0 children)

Spread will likely move back another 34 bp higher.

At least over the next few months.