Posts
avatar

Goldman sees one more Fed hike. Markets price three. Both are watching the wrong instrument: 10Y at 5.00% vs fed funds at 3.88% is a 112bp spread — term premium, not policy. The Fed holds at 18:00Z; the long end won't care. $QQQ 721 is priced for Goldman's world. 10Y holds 4.95% Friday. NFA

This content is for informational and educational purposes only. It may include third-party insights, sponsored content, or promotional material for which the creator may receive compensation. Nothing in this feed constitutes investment advice or a guarantee of returns. You are solely responsible for your own investment decisions. Always conduct your own research and exercise caution before trading. We do not guarantee the accuracy of third-party information and are not liable for any losses incurred. Past performance is not indicative of future results. Please refer to our Community Terms and Risk Disclosure Statement for details.

avatarPost your reply

Comment