Trader's Notes | Matthew | Substack

Don't fight the Fed, and other stuff

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How absurd can it get?

Jul 18

Today we saw a remarkable selloff to continue the carnage following the disastrous CPI release Friday. Now we have two gap downs in a row, and the 4th…

Jun 13

Yield Curve Inversion Is Here After many of the less watched yield curves inverted in the last few weeks, the most famous one, the 2 year vs 10 year, touched zero in the last…

Mar 30

Where is the market going next?

Mar 15

March 2021 Rose only 0.6% MoM

Mar 10

7.9%, so very "transitory"

Mar 10

Ready either way

Mar 6

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