Get key US macroeconomic and market research directly in your inbox.
Part of the evolution of a systematic process is the rigorous evaluation of our hits and misses, along with what drove those outcomes. Earlier this month, we sent a note out to bespoke clients detailing why we believed that the short-side opportunity in Treasury markets had begun to compress and why we remained cautiously short on treasuries following the QRA announcement.
While we were right about the drivers that caused us to become more cautious, we were wrong about the weighted impacts of those drivers. Now, while we were offsides in our positions, we think our evaluation of the drivers continues to hold. We share the note where we outlined our thinking to clients. Updated thoughts on positioning will be available to Bespoke clients. For more information about the Bespoke offering, email us at info@prometheus-research.com.
I’m extremely pleased to discover this web site. I need to
to thank you for your time just for this wonderful read!!
I definitely really liked every part of it and I have you saved to fav to check out new stuff
on your blog.
My partner and I stumbled over here different page and thought I may as well check things out.
I like what I see so now i’m following you. Look forward to looking over your web page repeatedly.