US 20-YEAR BOND BID-TO-COVER ACTUAL 2.410 (FORECAST -, PREVIOUS 2.730) $MACRO ...
US 20-YEAR BOND HIGH YIELD ACTUAL 4.706% (FORECAST -, PREVIOUS 4.506%) $MACRO ...
20-YEAR BOND AUCTION
HIGH YIELD 4.706% (TAIL OF 0.2 BPS)
BID-TO-COVER 2.41
SELLS $16 BLN
AWARDS 62.39% OF BIDS AT HIGH
PRIMARY DEALERS TAKE 11.38%
DIRECT 29.15%
INDIRECT 59.47% ...
HIGH YIELD 4.706% (TAIL OF 0.2 BPS)
BID-TO-COVER 2.41
SELLS $16 BLN
AWARDS 62.39% OF BIDS AT HIGH
PRIMARY DEALERS TAKE 11.38%
DIRECT 29.15%
INDIRECT 59.47% ...
20 YEAR BOND AUCTION RESULTS
HIGH YIELD: 4.706% (TAIL 0.2 BPS)
BID TO COVER: 2.41
TOTAL ISSUE: $16 BLN
AWARDED AT HIGH: 62.39% OF BIDS
PRIMARY DEALERS: 11.38%
DIRECT BIDDERS: 29.15%
INDIRECT BIDDERS: 59.47% ...
HIGH YIELD: 4.706% (TAIL 0.2 BPS)
BID TO COVER: 2.41
TOTAL ISSUE: $16 BLN
AWARDED AT HIGH: 62.39% OF BIDS
PRIMARY DEALERS: 11.38%
DIRECT BIDDERS: 29.15%
INDIRECT BIDDERS: 59.47% ...
HUMAIN AND XAI PARTNER TO BUILD NEXT GENERATION AI COMPUTE POWER AND DEPLOY GROK IN THE KINGDOM TO SUPPORT THE MOST AI ENABLED NATION OBJECTIVES ...
WARNER MUSIC GROUP AND UDIO COLLABORATE TO BUILD A NEW LICENSED MUSIC CREATION SERVICE ...
🚨 BIG MARKET REACTION TODAY: DECEMBER FED RATE CUT ODDS JUST PLUNGED ON KALSHI.
BLS OFFICIALLY CANCELS THE OCTOBER JOBS REPORT — COULDN'T RETROACTIVELY COLLECT HOUSEHOLD SURVEY DATA (UNEMPLOYMENT RATE, ETC.). NONFARM PAYROLLS GET FOLDED INTO AN EXTRA-DELAYED NOVEMBER REPORT DROPPING DEC 16... AFTER THE FOMC MEETING.
NO OCTOBER NFP PRINT, NO TIMELY NOVEMBER DATA → FED FLIES HALF-BLIND INTO DECEMBER DECISION.
MARKETS INSTANTLY TRIMMED CUT BETS:
🔸 HOLD STEADY: 66% RISING
🔸 25BPS CUT: ~32%
🔸 50BPS+: BASICALLY DEAD
POWELL ALREADY SAID “NO CUT IS PREORDAINED.” NOW THERE’S EVEN LESS LABOR-MARKET VISIBILITY.
...
BLS OFFICIALLY CANCELS THE OCTOBER JOBS REPORT — COULDN'T RETROACTIVELY COLLECT HOUSEHOLD SURVEY DATA (UNEMPLOYMENT RATE, ETC.). NONFARM PAYROLLS GET FOLDED INTO AN EXTRA-DELAYED NOVEMBER REPORT DROPPING DEC 16... AFTER THE FOMC MEETING.
NO OCTOBER NFP PRINT, NO TIMELY NOVEMBER DATA → FED FLIES HALF-BLIND INTO DECEMBER DECISION.
MARKETS INSTANTLY TRIMMED CUT BETS:
🔸 HOLD STEADY: 66% RISING
🔸 25BPS CUT: ~32%
🔸 50BPS+: BASICALLY DEAD
POWELL ALREADY SAID “NO CUT IS PREORDAINED.” NOW THERE’S EVEN LESS LABOR-MARKET VISIBILITY.
...
HUMAIN EXPANDS STRATEGIC PARTNERSHIP WITH NVIDIA, ADVANCING GLOBAL AI INFRASTRUCTURE WITH XAI, GLOBAL AI & AWS AT US-SAUDI INVESTMENT FORUM
- TO DEPLOY NVIDIA AI INFRASTRUCTURE WITH UP TO 600K NVIDIA GPUS IN SAUDI ARABIA & US OVER NEXT 3 YEARS
- TO USE NVIDIA NEMOTRON OPEN TECHNOLOGIES TO TRAIN HUMAIN CHAT ...
- TO DEPLOY NVIDIA AI INFRASTRUCTURE WITH UP TO 600K NVIDIA GPUS IN SAUDI ARABIA & US OVER NEXT 3 YEARS
- TO USE NVIDIA NEMOTRON OPEN TECHNOLOGIES TO TRAIN HUMAIN CHAT ...
OIL SLIDES AS U.S. FUEL STOCKS CLIMB AND GEOPOLITICAL FEARS EASE, WITH WTI SINKING TOWARD $59 WHILE TALK OF BACK-CHANNEL U.S.–RUSSIA NEGOTIATIONS TEMPERS SANCTION SHOCK RISKS. ...
A MASSIVE RUSSIAN DRONE-MISSILE BARRAGE KILLED 25 PEOPLE IN TERNOPIL — INCLUDING THREE CHILDREN — AS ZELENSKY LANDS IN TURKEY TO RAMP UP DIPLOMATIC PRESSURE ON PUTIN, WITH NATO JETS SCRAMBLING AND NEW U.S. SANCTIONS LOOMING OVER MOSCOW. ...
OPENAI LAUNCHES CHATGPT FOR TEACHERS, FREE UNTIL JUNE 2027, WITH PRICING ADJUSTMENTS POSSIBLE AFTERWARD BUT A COMMITMENT TO KEEP IT AFFORDABLE FOR EDUCATORS. ...
HUMAIN AND $ADBE ANNOUNCE GLOBAL STRATEGIC PARTNERSHIP TO BUILD AI MODELS AND AI-POWERED APPLICATIONS TUNED FOR THE ARAB WORLD AT THE US-SAUDI INVESTMENT FORUM ...
TAIWAN MAY FINANCE UPGRADES AT PHILIPPINE MILITARY BASES, SAYS US PANEL - NIKKEI ...
WHAT IS NVIDIA'S, $NVDA, HISTORICAL EARNINGS DATA OR EXPECTED MOVES?
CURRENTLY EXPECTING A 6.10% +/- $11.20 IMPLIED MOVE!
YOU CAN QUICKLY SEE HOW SELLING VOLATILITY WORKED ON MULTIPLE TIME FRAMES, HISTORICAL EPS, IV, RV, AND MORE!
SEE MORE: ...
CURRENTLY EXPECTING A 6.10% +/- $11.20 IMPLIED MOVE!
YOU CAN QUICKLY SEE HOW SELLING VOLATILITY WORKED ON MULTIPLE TIME FRAMES, HISTORICAL EPS, IV, RV, AND MORE!
SEE MORE: ...
UK SHARES TRUMP’S DESIRE TO END UKRAINE WAR, SAYS RUSSIA CAN STOP IT TOMORROW BY WITHDRAWING FORCES ...
8 COUNTERPARTIES TAKE $1.129 BLN AT FED REVERSE REPO OP. (PREV $0.905 BLN, 8 BIDS) ...
NICK TIMIRAOS ON MISSING LABOR DATA
THE FED WILL ENTER ITS DEC. 9–10 MEETING WITHOUT KEY LABOR REPORTS.
🔸 BLS CANCELED THE OCTOBER JOBS REPORT, AND THE NOVEMBER REPORT WON’T BE RELEASED UNTIL DEC. 16.
🔸 SEPTEMBER JOLTS IS CANCELED, WITH OCTOBER JOLTS DELAYED TO DEC. 9.
FED OFFICIALS SAY THEY CAN STILL FORECAST WITHOUT THESE TOP-TIER REPORTS, BUT MARKETS DISAGREE: ODDS OF A DECEMBER RATE CUT HAVE FALLEN, PARTLY BECAUSE MISSING HIGH-QUALITY DATA MAKES THE DECISION HARDER, EVEN MORE THAN RECENT HAWKISH FED COMMENTS.
🚨 BIG MARKET REACTION TODAY: DECEMBER FED RATE CUT ODDS JUST PLUNGED ON KALSHI.
BLS OFFICIALLY CANCELS THE OCTOBER JOBS REPORT — COULDN'T RETROACTIVELY COLLECT HOUSEHOLD SURVEY DATA (UNEMPLOYMENT RATE, ETC.). NONFARM PAYROLLS GET FOLDED INTO AN EXTRA-DELAYED NOVEMBER REPORT DROPPING DEC 16... AFTER THE FOMC MEETING.
NO OCTOBER NFP PRINT, NO TIMELY NOVEMBER DATA → FED FLIES HALF-BLIND INTO DECEMBER DECISION.
MARKETS INSTANTLY TRIMMED CUT BETS:
🔸 HOLD STEADY: 66% RISING
🔸 25BPS CUT: ~32%
🔸 50BPS+: BASICALLY DEAD
POWELL ALREADY SAID “NO CUT IS PREORDAINED.” NOW THERE’S EVEN LESS LABOR-MARKET VISIBILITY.
- *WALTER BLOOMBERG ...
THE FED WILL ENTER ITS DEC. 9–10 MEETING WITHOUT KEY LABOR REPORTS.
🔸 BLS CANCELED THE OCTOBER JOBS REPORT, AND THE NOVEMBER REPORT WON’T BE RELEASED UNTIL DEC. 16.
🔸 SEPTEMBER JOLTS IS CANCELED, WITH OCTOBER JOLTS DELAYED TO DEC. 9.
FED OFFICIALS SAY THEY CAN STILL FORECAST WITHOUT THESE TOP-TIER REPORTS, BUT MARKETS DISAGREE: ODDS OF A DECEMBER RATE CUT HAVE FALLEN, PARTLY BECAUSE MISSING HIGH-QUALITY DATA MAKES THE DECISION HARDER, EVEN MORE THAN RECENT HAWKISH FED COMMENTS.
🚨 BIG MARKET REACTION TODAY: DECEMBER FED RATE CUT ODDS JUST PLUNGED ON KALSHI.
BLS OFFICIALLY CANCELS THE OCTOBER JOBS REPORT — COULDN'T RETROACTIVELY COLLECT HOUSEHOLD SURVEY DATA (UNEMPLOYMENT RATE, ETC.). NONFARM PAYROLLS GET FOLDED INTO AN EXTRA-DELAYED NOVEMBER REPORT DROPPING DEC 16... AFTER THE FOMC MEETING.
NO OCTOBER NFP PRINT, NO TIMELY NOVEMBER DATA → FED FLIES HALF-BLIND INTO DECEMBER DECISION.
MARKETS INSTANTLY TRIMMED CUT BETS:
🔸 HOLD STEADY: 66% RISING
🔸 25BPS CUT: ~32%
🔸 50BPS+: BASICALLY DEAD
POWELL ALREADY SAID “NO CUT IS PREORDAINED.” NOW THERE’S EVEN LESS LABOR-MARKET VISIBILITY.
- *WALTER BLOOMBERG ...