104323807 : not when we have so many policy uncertainy up ahead

104323807 : do you expect bear or bull steepening?

104323807 : Happy fed day! In the previous fed meeting, participants said they would consider lowering the fed reverse repo rate in a future meeting. Usage of the fed reverse repo facility is already approaching zero, how will lowering the reverse repo rate affect market liquidity?

104323807 : If the fed lowers its overnight reverse repo rate in the near future, that would drive the facility ever closer to zero, how will that affect liquidity?

104323807 : Its the time of the year where we should expect window dressing and index rebalances, do you trade or have any strategies around these events?

104323807 : Although not an October event, the fed meeting in early November will be affected by October's data. Are we going to get a replay of September's meeting? Boeing strikes, dockworker strikes, hurricane helene will most likely drag down the Oct payrolls numbers that will be reported on the 1st of November, during fed's blackout period. If Oct NFP were to surprise negatively are we going to see market pricing abruptly shifting from 25bps to 50bps over the weekend again?

104323807 : What are the things to look out for this friday's payrolls report?

104323807 : Consensus is for the yield curve to steepen. However the short end of the curve has already priced in a lot of cuts and short-term yields are unlikely to go down much further from here. So we're most likely looking at a bear steepening of the curve. Are higher long-term yields risk-on or risk-off for equities?