SOFR
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by Forward Guidance 2mo ago
LONG1mo ago
“we have 2 hikes priced in over the next year, you should only be looking at cuts here … the entire asymmetry is on the other side.”Forward Guidance · Felix Jauvin
Market priced 2 hikes; with negative real wage growth there's no wage-price spiral, so SOFR reprices to cuts
SOFRLONG@ $98.51
$101.25+2.79%
since call Jun 12
LONG2mo ago
“historically central banks don't hike into oil price shocks … we're already almost at 2 hikes priced in from, well, cuts to start the year…”Forward Guidance · Quinn Thompson
Long SOFR futures: market is pricing 2 hikes off an energy shock, but central banks dont hike into oil spikes
SOFRLONG@ $99.97
$101.25+1.28%
since call May 21