Expect even more speculative cash flows in to 10 year and 20 year and 30 year bonds in next 4 - 6 weeks.
Substantial outflow from bills and money markets - via repo cash, into :
Ford
Nio
Riot
Nvidia
Spread will likely move back another 34 bp higher.
At least over the next few months.
Cancelthis |2 pointswritten 1 month ago ago
Now at .635 and climbing.