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· Post-Market Alpha · by Buzzberg Research
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Joseph Wang: a strong 10-year auction stabilized yields; Fed expectations shift toward no October move
Wang attributes yield stabilization to strong demand at a 10-year auction and attractive real yields in TIPS, and sees Fed expectations moving toward no October move and possible December hikes.
Bloomberg: the November Russian diesel volume equals about one day of US consumption
A Bloomberg analyst says the proposed November volume of Russian diesel equals roughly a single day of US diesel consumption, and that Ukrainian strikes have heavily degraded Russian refining capacity.
All-In: hosts debate French austerity, sovereign yields and AI compressing software IP
The panel discusses French protests and austerity, rising sovereign yields and the risk of wider Western European fiscal stress, and argues agentic AI and headless software are compressing the value of traditional software IP.
Marvin Barth expects a hawkish, deregulatory Fed under Warsh
Barth argues Kevin Warsh is likely structurally hawkish, focused on shrinking the Fed's balance sheet and reducing bank regulation, and expects rising term premia.
Josh Young: oil is tighter than the headline price suggests
Young cites large inventory draws, low product stocks and severe refining constraints masked by strategic releases and political efforts to cap prices.