{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Eurodollar University","title":"Wall Street Insiders Are Making HUGE Moves","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/a2b9bfd9\"></iframe>","width":"100%","height":180,"duration":1129,"description":"#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve \nAll of a sudden, two of the biggest bond bears on the planet have turned bearish on the economy and now bullish on bonds. The timing is suspect at least in terms of the \"September effect\" which is coming off. That leads Treasuries and global bonds back to fundamentals which are looking worse by the datapoint - and we got a bunch of those today. They simply reinforce why bond bears are now economy bears being bullish on bonds. \nEurodollar University's Money & Macro Analysis\nAckman tweets\nhttps://twitter.com/BillAckman/status/1716453006344921298\nGross tweets\nhttps://twitter.com/real_bill_gross/status/1716472972113051665\nS&P Global Flash US Composite PMI\nhttps://www.pmi.spglobal.com/Public/Home/PressRelease/800861276eb949fc9646061f8eb2ffb4\nHCOB Flash Eurozone PMI\nhttps://www.pmi.spglobal.com/Public/Home/PressRelease/8dc7347e38ad43e88d81531f437243aa\nHCOB Flash Germany PMI\nhttps://www.pmi.spglobal.com/Public/Home/PressRelease/bdd9a44d333a46a9bd5c66cd7fd32090\nau Jibun Bank Flash Japan Composite PMI\nhttps://www.pmi.spglobal.com/Public/Home/PressRelease/4b3aea7d614f4e47aa7a4b108bead4b9\nTwitter: https://twitter.com/JeffSnider_AIP\nhttps://www.eurodollar.university\nRealClearMarkets Essays: https://bit.ly/38tL5a7","thumbnail_url":"https://img.transistorcdn.com/-PtiTzNd5Hw0QA5KJSn4hxFg04siyhv-eokn_umaeKU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzkyNDMvMTY2ODk5/MjU1OS1hcnR3b3Jr/LmpwZw.webp","thumbnail_width":300,"thumbnail_height":300}