1 / 31 / 2024 : 13 week spread to 10 year spread now at 1.325

submitted by Cancelthis from self.Options

It is beginning to look like there might be an even stronger speculative push into 20 and 30 year bonds.

The 10 year bonds are just a trace at this point.

all 3 comments
sorted by:
top
newinsightfulfun

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

The cash flow seemed to have pushed down hard, with the expectation, of a long term pro - inflation push by OMO [ secondary effect of course] over next 2 - 3 years.

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

Strong speculative push into

Harmony

Barrick

Expect something similar into Exxon and Chevron and Chesapeake.

And Devon

However, it may not be as apparent at present just looking at activity.

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

Interesting how that matches to :

Meta