I don't, but you'll want to keep an eye out for Sandra Lawson, GS research head of Sustain Strategy
Weston Nakamura Visionary5,296 Japan & US Global Macro Markets
NYC born and raised, currently based in Tokyo.
Former hedge fund equity sales at Jefferies and listed derivatives trading at Goldman Sachs Japan.
Current independent options investor/trader on single stocks/ETFs, index vol, rates derivatives, FX vol, commodities vol. Core long crypto holder, active long/short crypto trading & BTC options.
Founder of Across The Spread- covering global macro markets with focus on US & Japan, monetary & fiscal policy, geopolitical risk analysis for institutional buy side + individual investors. Aim to provide ONLY differentiated, non-consensus market views, observations, noise filtering and trade ideas. Active on Twitter @acrossthespread, charts featured on TradingView @acrossthespread, and website acrossthespread.com
Other work with economic policy committees, fintech/digital payments space.
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The only US based online brokers that allow for trading options on GE (Eurodollar) futures is Interactive Brokers (min $2k or $3k i think) and tastyworks. Nobody else does options on ED, just futures. And there’s plenty of demand and... (More)
Are you referring to this BBG article The ‘Big Bang’ Shift on Swaps Shouldn't Frighten Anyone 12
• humility, knowing that I don’t know and trying to find out, which leads to unconventional dot connecting
•taking losses & protecting capital
• unemotional to PnL swings
*technically if i knew all my weaknesses, they’d be immediately... (More)
Are you US based/looking for US listed? If so, there is no US exchange listed SX7E ETF, just EUFN which is broad financials not SX7E
@Brian Schloss6 there is a LOT to ask in turn before any actual answer can be given (what’s your directional view of TLT/long term rates, what time frame, what’s your risk tolerance etc).
For now though all I’ll say is... (More)
To be clear, Raoul’s “Eurodollar trade” is NOT €/$ EURUSD. Eurodollars refers to Eurodollar futures (EDZ1 or GEZ1)- short term interest rate derivatives trades on CME exchange that is a bet on FOMC policy / Fed Funds rates.
When you’re... (More)
@Jackson Mikalic4 thanks for sharing your story! What is it that you currently do in finance (if you don’t mind sharing)? Would help with answering your question
@kevin short2 what are yours? Both your list of the 5-7 “top” +respective pros /cons?
@Christopher Moir3 youre looking at an anomaly of a time frame here. Remember just like a month prior, gold was surging through 2011 $1920 thrn-ATHs, sliced right through that, right through psychological $2k and then some. And when gold, a... (More)
Interactive brokers may be able to. I have an acct but never used before, but they have tools like ETF/mutual fund arb, as well as sending basket orders which you can load an index & multiplier & futures outright execution,... (More)
EDZ1 calls = market prices in neg rates on fed funds (regardless of what Fed Funds are actually targeting at the moment / what FOMC says/plots dots)
Adding 30s = adding to long 30y USTs.
This is a bet on... (More)