October 24
CBB Weekly
We need to talk about Thursday. It’s now basically (at least) a “holy crap” moment a week. But Thursday’s “moment” was different – more destabilizing, more alarming. The session certainly confirmed that the unfolding de-risking/deleveraging dynamic is globally systemic - and it’s accelerating.
Debt Rattle
Mkts 2Y 10Y 30Y
Brent is $114.67 at 7:30 Friday
News
Cleveland Fed CPI Forecasts for October
Headline: 0.25 m/m and 3.75% y/y
Core: 0.21 m/m and 2.48% y/y
AAA gasoline on 10/23: $4.293 and is down $0.18 from $4.474 a month ago
CPI is calculated using pricess the first 21 days of a month
Insta
Email: wkidder42@gmail.com
Text: 1 646 257 2130
WhatsApp +1 646 257 2130 at 1:00 AM