Olivia Dean of course !

🎥

Sawyer probably on one as well

breakeven wideners as an expression of our medium-term view.

fixing to cheapen over the past week. The implications for October (and potentially November) are more ambiguous, depending primarily on how long the shutdown lasts. Overall, while a shutdown is likely to introduce volatility at the very front end of the fixings curve, we continue to hold 10-year

dissemination. …In the event that September CPI is not released within 5 business days of payment on a swap that relies on that index value, a fallback index produced by Treasury would be used — an index value well below where the current market fixing is trading. This has driven the September

Great to catch up mate !

Stocks are up on BlueSky. We are so back !

Might check Threads maybe equites are rallying there 😂