Citrini(@citrini):5s30s has flattened by 33bps in the three weeks since we initiated the trade in our latest macro memo. Did we write 36 pages of macro reasoning when we could have just said “don’t fight the fed/treasury”, yes…but that’s the beauty of macro research isn’t it?

Citrini

@citrini

Thematic, Cross-Asset Investment Research

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Citrini@citrini

2026.09.16 23:42

5s30s has flattened by 33bps in the three weeks since we initiated the trade in our latest macro memo. Did we write 36 pages of macro reasoning when we could have just said “don’t fight the fed/treasury”, yes…but that’s the beauty of macro research isn’t it?