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"Wednesday's ADP and Friday's BLS reports are huge after such a miss last month on BLS and disparity between the two from December (238K on ADP vs. 74K on BLS). I'd encourage caution this week. A strong print on Friday, with a healthy correction to December's numbers would spell worsening rates...quickly..."
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"MG- what's your gut feeling on the 10YR? Does it even out tmrw due to lack of economic news (at least domestically) in preparation of Thur/Fri releases?..."
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"It's almost like Treasuries are "going out for a pass" based on how far they think stocks can sell-off. There's a limit to that eventually, and we're now getting in to the lower range technicals from 2.55 to 2.47. If stocks stop bleeding, we could see a bounce anywhere in this range...."
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"that's what scares me, a stock fueled rally..."
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"weds-fri gonna be a wild ride..."
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"the idea of tapering and lower rates is very counterintuitive but this also tempers inflation expectations as well..."
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"What inflation expectations? Last Fed speak I hear was more concerned about lack of inflation than too much??..."
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"i think it is due to wages...the biggest driver of inflation is wages...and part time jobs don't pay as well, so we have no wage inflation..."
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"MG you seem to be saying that people are hedging against equities with bonds?..."
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"not really SK, just that bond markets aren't fighting the trend...."
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"i am starting to question my ebulliance with these moves, quite frankly, i get your skepticism..."
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