HeyJaredspaghettilisbon's desk view
hedge fund trader. rates, thematic equities. process based on: trend, fiscal flows and narrative.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest issues
Room to squeeze. (opens the original)
Read excerpt
Good evening folks,What a wild day in markets once again. Good news is showing up on the diplomacy front, with Trump opening up to talks with the Iranians at the UN General Assembly in New York. This drove oil prices lower, with Brent at the time of writing hovering around $100. Same for TTF, with futures trading around 73.90, down 5.7 EUR on the day.Overall, this helps risk sentiment a lot across the board. We see both equities and bonds rallying: we currently have a positive stance on the 60/4
And there it goes (opens the original)
Read excerpt
Good morning folks,It’s Fed day, and I guess it’s a good time to review the state of the markets and provide some color from my side.Let’s start with recent moves in the US, where we can clearly see the massive repricing that went through the SOFR curve.<source ty
ECB: at full gas (TTF) (opens the original)
Read excerpt
Good afternoon folks,Tomorrow we will have the ECB which will raise the deposit rate to 2.50% as anticipated. We’ll see their updated projections, and we will know more about what they do expect. As of today, we just work with the data we have and observe what’s in front of us.First, pricing for the ECB is clearly aggressive. Looking at ESTR futures, we are pricing another 2 hikes coming with terminal rate around 3.05% in September 2027. Read more
On the US and the Eurozone. (opens the original)
Read excerpt
Let’s start from the key events of this week:US Treasury Bond Buyback Announcement: Bessent surprised markets with a plan to double longer-dated bond repurchases. Treasuries whipsawed, the 10-year settled near 4.69%, and the dollar hit a three-month low, drawing yield curve control comparisons to Japan.Bitcoin’s Best Week in Over Three Years: Bitcoin jumped about 22%, trading near $77,000, its best week since March 2023. Crypto-linked stocks like Strategy, Coinbase, and Robinhood rode the w
Nikkei, Nigiri, JGBs. (opens the original)
Read excerpt
After we reviewed the outlook for Japan a couple of months ago, we provide a quick update in this lazy summer period. Compared to our original views, what we expected has been unfolding, namely: higher equities and higher bond yields. Indeed, stock/equity performance in Japan is one of the best globally.Subscribe now Read more
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.