Рет қаралды 9,270
0:00 - 1:43 Introduction
1:44 - 17:55 Economic data
17:56 - 21:44 Nominal rates
21:45 - 25:01 Real yields
25:02 - 26:39 Mortgage rates and OAS
26:40 - 34:25 New positions
34:26 - 51:08 ABR
51:09 - 1:01:56
1:01:57 - 1:03:59 MXN and EWW
1:04:00 - 1:11:57 SPY and earnings calendar
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Twitter: / appliedlevel
www.markmeldru...
www.markmeldru...
CFA/Applied Series subscriptions:
www.markmeldru...
CPI:
www.bls.gov/cpi/
PPI:
www.bls.gov/ne...
WSJ story on reddit:
www.reddit.com...
COMEX stocks:
www.cmegroup.c...
Earnings calendar at sectorspdr:
www.sectorspdr...
This Week in Earnings:
lipperalpha.re...
ICE Mortgage:
www.icemortgag...
SPGlobal MBS Index
www.spglobal.c...
Money Market flows:
www.ici.org/re...
Fed Balance Sheet:
www.federalres...
LINK TO S&P SPREADSHEET:
www.spglobal.c...
SIFMA:
www.sifma.org/...
Freddie Mortgage Rates:
www.freddiemac...
Treasury:
home.treasury....
SOMA
www.newyorkfed...
EFFR
www.newyorkfed...
Reverse Repo
www.newyorkfed...
FedWatch Tool:
www.cmegroup.c...
STIR analytics
www.cmegroup.c...
Forward Curves:
www.chathamfin...
Economic calendar:
www.dailyfx.co...