Ed Bradford
@fullcarry.net
US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Rate trajectory not chaning much though. Terminal rate 3 bps lower
January 13, 2026 at 1:34 PM
Rate trajectory not chaning much though. Terminal rate 3 bps lower
One reason could be Warsh gaining on Kalshi as Hassett fades
January 9, 2026 at 5:27 PM
One reason could be Warsh gaining on Kalshi as Hassett fades
Yeah. He sort of fell off. Would have thought Bessent would for him
January 5, 2026 at 2:11 PM
Yeah. He sort of fell off. Would have thought Bessent would for him
The actual ratio chart is dramatic as well
January 2, 2026 at 4:30 PM
The actual ratio chart is dramatic as well