Long term rates are held lower than they should be. The state funds the repo market so hedge funds can run the basis trade, worth up to 180bp in 2023 and 2024. About 50bp of it is left. @crossborderc
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Loading velocity curve…
—Views / houraverage velocity since it published
—Peak velocitythe hottest sustained views/hr it ever hit
—vs. their normalpace relative to this creator's own baseline
—Engagementlikes per view — real engagement is hard to fake
—Agehow early Slope caught this surge