nominal Archives - Citizen Watch Report

Trump fires Fed governor Lisa Cook. Who in their right mind wants to lend to our government at ~4% nominal?

August 25, 2025 8:58 pmAugust 25, 2025 8:25 pm

Trump firing Fed’s Cook pic.twitter.com/BBEgdKZJJL — TT3 (@TradingThomas3) August 26, 2025 Well Trump fires Cook. Now he can replace her with another dovish cuck and he will have enough votes to get as many rate cuts as he wants. This is terrifying shit. https://t.co/rkBClz3rde — QE Infinity (@StealthQE4) August 26, 2025 We’re running an almost …

Western sovereign debt relies on negative real rates to prevent nominal default.

June 13, 2024 10:12 am

An important reminder that everyone and their mother is currently long the US dollar. Crowded positions are often mistaken, making a squeeze in the opposite direction highly likely. While gold and commodities can indeed rise alongside a strengthening US dollar, this is an… pic.twitter.com/i5jGeeXDVU — Otavio (Tavi) Costa (@TaviCosta) June 12, 2024 Deficit spending as …

10-year yields rise above pre-SVB collapse, highest since 2009. Higher nominal yields impact corporate bonds, increasing refinancing costs. Will we see another blow-up in the next few weeks?

August 15, 2023 9:31 am

Real yields on 10-year Treasuries closed yesterday at the highest since 2009. pic.twitter.com/Ujfb0Lco7l — Lisa Abramowicz (@lisaabramowicz1) August 15, 2023 Nominal yields keep going higher and this affects corporate bonds $LQD, therefore cost of refinancing is increasing. We can expect this chop into the market to keep going while investors move from growth to value …

US Q3 GDP is expected to be 3.9% while inflation is projected to be 3.8% by September. This brings nominal Gdp to be around 7.6% in Sept… Rates are going 6%

August 1, 2023 9:41 pm

by DesmondMilesDant Caption: Atlanta Fed Q3 GDP est will update on Aug 1 which will be 3.9% up from 3.5%. Caption: Cleveland Fed suggests August cpi in September to be 3.9% but generally, it comes a % down. What this means is rates are 100% going 6% and then it upto our Jamie Dimon if …

Nominal hedges are cheap but expensive for portfolio performance during melt-up… Therefore they’re the longest since the top.

July 27, 2023 2:52 pm

Per BofA/Zerohedge, it has never been cheaper to hedge.https://t.co/sVqJwRsKyE Nominal hedges are cheap but from a portfolio performance perspective hedging is VERY expensive in this melt-up. And, it's not their money. Therefore they're the longest since the top. pic.twitter.com/GVOe2QkJo3 — Mac10 (@SuburbanDrone) July 27, 2023 How do you keep up with a market led by …