Think your on the money there Scott

Mr. Scott's Crayon Thread

Nice chart Scott. I like EA, has cleaner tradable edges at the moment. EU and AU, NU. The Antipodeans possibly leading the sell-off. Gold, Euro and Yen holding against treasuries on the Risk sentiment, so will see the outcome. I'm positioned short ...

Mr. Scott's Crayon Thread

If we get an S&P turn around, OCR rates differential declining on AU then AJ has catalyst back to the lower range. Cant see where the inflows will come from especially with coming Corporate tax changes and Aus labour government likely or major ...

Mr. Scott's Crayon Thread

US2Y - another 2% move today and closer to the 10y. Spread between Euro Bunds and US2YR now widening Gap of 244 points. Highest since 1999. Gains a .3% on the Aussie 2yr for the week. With an upward OCR and Antipodeans on hold, when does the US OCR ...

Mr. Scott's Crayon Thread

I watch it but don't trade it. I find it hard to trade there's just no reference points in price for me. She has to blow sooner or later and if your lucky enough to catch it and execute well there's a hell of a trade. Something to consider. url ...

Mr. Scott's Crayon Thread

2yr spread keeps its downward fall to 43bps. This isn't about to Uturn north......

Mr. Scott's Crayon Thread

Looks good Scott. I was thinking rotation bit higher but 1 - 1 fits here. Would love the short around 2.00

Mr. Scott's Crayon Thread

Makes sense to me Scott. Top of range so test below with IR rates expectations changing could be a good trade. Got to break through that higher range sooner or later but doesn't seems improbable now. Don't think either will be strong in the long run ...

Mr. Scott's Crayon Thread

Yeah, its great holiday. I remember the times I have been living over there and celebrating, mmm turkey, beer. In a changing world, thanks and giving seem to be more inclined to become victim and vengeance day. That would be an easy one to get ...

Mr. Scott's Crayon Thread

Enjoy the vacation, Scott.

Mr. Scott's Crayon Thread

10Y and 2Y return. 2 year is ramping up its pace in chase of the longer-term yields.

Mr. Scott's Crayon Thread

This site doesn't normally have well-written articles but this is a good one. Information has been seen before but well collated into this article. url

Mr. Scott's Crayon Thread

Great level with the weeks range already completed. Move completely detached from short term IR spreads.

Mr. Scott's Crayon Thread

hadn't noticed the shark.

Mr. Scott's Crayon Thread

10-year yield keeps moving higher. Eur looks like its still trying to get higher to get shorter.

Mr. Scott's Crayon Thread

Some forecast OCR and Ten Year, US, AUD and NZD. If the market plays out these forecasts and new inflation RBA settings play out then only one way to go for the AU and Kiwi. Below 70 for the Aussie and 60 for the Kiwi in the next 12 months, I would ...

Mr. Scott's Crayon Thread

GOLD and 2year - Some thoughts on a repeatable pattern, if? there is another rally left in the dollar and a couple of raters hikes left in the Fed.

Mr. Scott's Crayon Thread

Bitcoin. Got a bounce of that 6000 level but If I was bullish I would be looking at the buy-in around 4400

Mr. Scott's Crayon Thread

Pretty significant adjustments from the RBA especially core inflation taking of 50 bps.

Mr. Scott's Crayon Thread