US 10yr Treasury Yield and Fed Liquidity Inverse Correlation

Still kicking since beginning of 2022.

Higher for longer

Komentarz:

Nice print today, victory is not being declared yet. Ton of volatility still. Hard to go long the TLT when this is playing out.

Komentarz:

chugging towards 4.00%, liquidity is finicky right now, but is still trending downwards. If you check the WRBWFRBL fed liabilities draining res balances, liquidity is actually ticking up. Should get interesting. Like this correlation tho.

Komentarz:

debt ceiling deal is close to in the bag, yields coming down makes sense here unless senate doesnt pass it

Komentarz:

still playing out here. i know the fed liquidity doesnt update, but it still tracks.

Komentarz:

lol rip TLT hodlers

Komentarz:

again, rip TLT hodlers

Komentarz:

RIPPPPPPPP

Komentarz:

its so over for TLT bulls. couldnt be more over