Plus my latest views on markets
Great writing!
How do you definitively state that the BoJ intervened?
Thanks for the great post! I’m curious how macro data fits into DDT: do you treat it mainly as a part of the narratives that must be validated by price action, or can macro data itself confirm/deny a narrative, similar to price?
Hi Florian with (U.S) bonds/treasuries are you wating for yield going down?
Great writing!
How do you definitively state that the BoJ intervened?
Thanks for the great post! I’m curious how macro data fits into DDT: do you treat it mainly as a part of the narratives that must be validated by price action, or can macro data itself confirm/deny a narrative, similar to price?
Hi Florian with (U.S) bonds/treasuries are you wating for yield going down?