Anybody else short US 30 Bond

weird action today. seems like everything was coming together to sink bonds.

I was kicking myself when I didn't get short after jobs data, but by the end of the day I was glad I didn't. No clue where that rally came from.

I agree that tone seems to support upside. Nothing tomorrow because of payrolls Friday but if jobs number come in on the lowside, bonds probably scream higher.
 
Yea, something didn't seem right. Equities screamed higher in the last 30 minutes, and bonds remind basically unchanged.

I am thinking of going short tomorrow, as by many accounts GDP will come in at +2%, which will give every excuse to extend the equity rally and sell off the bonds. Guess it's best to look at the price action around 5:25 am.
 
every day the first hour has a full handle move up or down crazy $hit, you can take it down or get run over real bad.
$hit is on full tilt!!!! NFP should interesting to say the least. We'll see if these spooz can extend past 1320-1330 and/or if they fail after this end of month rally...
 
arthur burns looks like a hawk nowadays.

i am concerned, you are concerned and ben is concerned too (i hope).
the problem is that ben is really not paid for being concerned - he is being paid to solve inflation problems...
 
The bond market has become the playground of FCB and thats a a huge problem. There buying has more do with politics then resource allocation. It ont be until inflation in china goes totally out of control that the long end will begin to move. I thought it would happen years ago.
 
this market is bull$hit we gotta go to 1212 to 1230 or 1290+ in the spooz soon which would correspond to a ZB at 117+ and/or 112-113 this market has got to make up it's mind soon. I don't mind these inside days but they are getting old fast! Maybe after FOMC something will happen cause when it does you better not be on the wrong side or you may blow out!
 
It looks like somebody got plugged from 115 '26 to 116 '04 before the announcement!

I wish I had bigger cojones to sell that spike.

el surdo
 
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