Alan Brazil | US Mortgages | Falling excess savings, a red herring
![Alan Brazil | US Mortgages | Falling excess savings, a red herring 1 Alan Brazil | US Mortgages | Falling excess savings, a red herring | Speevr](https://speevr.com/wp-content/uploads/2023/10/Screenshot-2023-10-11-at-01.25.34-963x1024.png)
Why falling excess savings is a red herring. Are US mortgages are good investment at current levels?
Stop-loss | Will the Fed slow QT to support bond yields, and when?
![Stop-loss | Will the Fed slow QT to support bond yields, and when? 2 Stop-loss | Will the Fed slow QT to support bond yields, and when? | Speevr](https://speevr.com/wp-content/uploads/2023/10/US30Y_2023-10-04_12-07-54-1024x696.png)
Stop-loss triggered. Theory vs Reality. At what point can we expect the Fed to step-in to support rising bond yields?
US Treasuries | Now deemed return free risky assets
Nothing like a good market thrashing to instill some humility
USD 30Y | The most difficult trade | Julia Coronado
It might feel terrible, but not really
House Speakership | Near-term positive on risky assets
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New bond bears finally muster up the courage
Prof Sir David | How to survive a crisis
![Prof Sir David | How to survive a crisis 4 Prof Sir David | How to survive a crisis | Speevr](https://speevr.com/wp-content/uploads/2023/10/8510ea6d-be63-2adc-aece-0ab49c01ce08.jpg)
Former UK top intelligence official shares key lessons on crisis survival skills
US Equities | Technicals look favorable
![US Equities | Technicals look favorable 5 US Equities | Technicals look favorable | Speevr](https://speevr.com/wp-content/uploads/2023/09/homer.gif)
When you hear what you want to hear.
US Mortgages | Negative convexity hedging with swaptions
![US Mortgages | Negative convexity hedging with swaptions 6 US Mortgages | Negative convexity hedging with swaptions | Speevr](https://speevr.com/wp-content/uploads/2023/09/Fannie-Mae-Freddie-Mac.jpeg)
Relentless rates sell-off. Short gamma whipsawing ahead
US Mortgages | Negative rates convexity
More neutral on USD rates and swaption hedges
US rates | When doves cry
![US rates | When doves cry 7 US rates | When doves cry | Speevr](https://speevr.com/wp-content/uploads/2023/09/IMG_4E90C1A73C86-1-724x1024.jpeg)
What government shutdown?