recover their old reputations, but how many portfolios were built on the assumption that they could never fall together—and what that assumption costs to unlearn. #BehavioralFinance #CorrelationRisk #RateExpectations
June 10, 2026 at 6:10 AM
recover their old reputations, but how many portfolios were built on the assumption that they could never fall together—and what that assumption costs to unlearn. #BehavioralFinance #CorrelationRisk #RateExpectations
![Emoji Legend
💨x# | "Increased Trending Rate" for a Word (meaningful value; "💨x8 - burger" will mean "burger" is trending at 8 times its own normal rate for this time of day)
🔓 | "Unlocked" Ongoing Emergency Word (such words are not weighted down by their own previous usage; their *ongoing* increased usage--weeks, months, years--would otherwise move them down the list.)
[PREVIOUSLY USED]
⚠️💨# | "Trend Strength Rating"
⚠️🌀💨 | "Trend Strength Rating" (see above)
⚠️🌀 CAT. # | [same; "CAT." = Category, like hurricane]
💬# | 10min Post Count
🆎# | 10min Word Count
🙂# | 10min Emoji Count](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:mcb6n67plnrlx4lg35natk2b/bafkreigp6bgag3jzkool6uxrujpcrwtn6zkd7cbfrmevhaxaqhhewgolmu)
powered Tuesday's gains. The question now is whether cooler inflation can hold its ground against a geopolitical flashpoint with the power to reprice energy overnight.
#Disinflation #RateExpectations #OilShockRisk
#Disinflation #RateExpectations #OilShockRisk
July 14, 2026 at 10:20 PM
powered Tuesday's gains. The question now is whether cooler inflation can hold its ground against a geopolitical flashpoint with the power to reprice energy overnight.
#Disinflation #RateExpectations #OilShockRisk
#Disinflation #RateExpectations #OilShockRisk
La domanda ora è se un framework riformato della Fed renderà quella curva più stabile o le darà semplicemente altro da riprezzare.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
July 9, 2026 at 8:32 PM
La domanda ora è se un framework riformato della Fed renderà quella curva più stabile o le darà semplicemente altro da riprezzare.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
La pregunta ahora es si un marco reformado de la Fed hace esa curva más estable o simplemente le da más que reajustar.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
July 9, 2026 at 8:33 PM
La pregunta ahora es si un marco reformado de la Fed hace esa curva más estable o simplemente le da más que reajustar.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
La question désormais est de savoir si un cadre réformé de la Fed rendra cette courbe plus stable ou lui donnera simplement davantage à revaloriser.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
July 9, 2026 at 8:32 PM
La question désormais est de savoir si un cadre réformé de la Fed rendra cette courbe plus stable ou lui donnera simplement davantage à revaloriser.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
all of it at once. The question now is whether a reformed Fed framework makes that curve steadier or simply gives it more to reprice.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
July 9, 2026 at 8:30 PM
all of it at once. The question now is whether a reformed Fed framework makes that curve steadier or simply gives it more to reprice.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
marché reprend ses esprits ou s'il ne fait que reprendre son souffle avant la prochaine épreuve.
#BondYields #StraitOfHormuz #RateExpectations
#BondYields #StraitOfHormuz #RateExpectations
June 29, 2026 at 1:11 PM
marché reprend ses esprits ou s'il ne fait que reprendre son souffle avant la prochaine épreuve.
#BondYields #StraitOfHormuz #RateExpectations
#BondYields #StraitOfHormuz #RateExpectations
#RateExpectations
June 20, 2026 at 1:51 AM
#RateExpectations
#FedFundsFutures #KevinWarsh #RateExpectations
June 17, 2026 at 1:31 PM
#FedFundsFutures #KevinWarsh #RateExpectations
comme ses homologues de la BCE, il forcera une revalorisation restrictive — et quelle part de ce réajustement l'effet de levier intégré à ces instruments viendra amplifier.
#FedFundsFutures #WarshFOMC #RateExpectations
#FedFundsFutures #WarshFOMC #RateExpectations
June 16, 2026 at 7:41 PM
comme ses homologues de la BCE, il forcera une revalorisation restrictive — et quelle part de ce réajustement l'effet de levier intégré à ces instruments viendra amplifier.
#FedFundsFutures #WarshFOMC #RateExpectations
#FedFundsFutures #WarshFOMC #RateExpectations
le démentira — et quelle part de cette incertitude l'effet de levier de ces contrats viendra amplifier.
#GoldFutures #COMEX #RateExpectations
#GoldFutures #COMEX #RateExpectations
June 6, 2026 at 10:01 PM
le démentira — et quelle part de cette incertitude l'effet de levier de ces contrats viendra amplifier.
#GoldFutures #COMEX #RateExpectations
#GoldFutures #COMEX #RateExpectations
fixé.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
June 4, 2026 at 12:02 AM
fixé.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
test.
#BondYields #StraitOfHormuz #RateExpectations
#BondYields #StraitOfHormuz #RateExpectations
June 29, 2026 at 1:10 PM
test.
#BondYields #StraitOfHormuz #RateExpectations
#BondYields #StraitOfHormuz #RateExpectations
The question now is whether the inflation focus Kennon describes hardens into policy—and whether the futures that anticipated it were reading the Fed, or simply reading each other.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
June 20, 2026 at 1:50 AM
The question now is whether the inflation focus Kennon describes hardens into policy—and whether the futures that anticipated it were reading the Fed, or simply reading each other.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
decision lands. #FedFundsFutures #KevinWarsh #RateExpectations
June 17, 2026 at 1:30 PM
decision lands. #FedFundsFutures #KevinWarsh #RateExpectations
#FedFundsFutures #WarshFOMC #RateExpectations
June 16, 2026 at 7:40 PM
#FedFundsFutures #WarshFOMC #RateExpectations
higher-for-longer narrative or unwinds it—and how much of that uncertainty the leverage in these contracts will magnify. #GoldFutures #COMEX #RateExpectations
June 6, 2026 at 10:00 PM
higher-for-longer narrative or unwinds it—and how much of that uncertainty the leverage in these contracts will magnify. #GoldFutures #COMEX #RateExpectations
how much of that the market has already written into contracts that settle on a rate no one has yet set.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
June 4, 2026 at 12:00 AM
how much of that the market has already written into contracts that settle on a rate no one has yet set.
#FedFundsFutures #MonetaryPolicy #RateExpectations
#FedFundsFutures #MonetaryPolicy #RateExpectations
Markets aggregate both impulses, which is why expectations themselves move yield curves long before any gavel falls. The question now is whether the crowd's pre-positioning becomes the story the ECB ends up reacting to.
#ECB #BehavioralFinance #RateExpectations
#ECB #BehavioralFinance #RateExpectations
May 4, 2026 at 9:30 AM
Markets aggregate both impulses, which is why expectations themselves move yield curves long before any gavel falls. The question now is whether the crowd's pre-positioning becomes the story the ECB ends up reacting to.
#ECB #BehavioralFinance #RateExpectations
#ECB #BehavioralFinance #RateExpectations