Desk · macro
Macro
CMT, blackout, jobs, and Japan. No invented FedWatch.
Japan 10Y: Tokyo 2.950% vs TV 2.941%. Do Not Blend.
Tokyo 2.950%, highest since Sep 1996. TV 2.941% is a different book. Do not blend. BoJ 91% is a wager. FedWatch was not pulled.
No Warsh Tuesday. Barr, JOLTS, ISM. Then Jobs.
Tue 9:05 ET is Barr, not Warsh. JOLTS + ISM, ADP, Waller, NFP. Blackout Sat Sep 5. FOMC Sep 15–16. FedWatch was not pulled.
The $4.243 Billion Print Was $0. The 10Y Is 4.75 — Tied, Not a New High.
Monday NY Fed printed SRP $0 / $2mm. ON RRP $6.726bn drain. Official 10Y CMT 4.75 — tied Jul 31, not a new high. GEX snapshot 13:01:20 PT paused. Simulated. Not a ticket.