The good news is that the TGA is now down at $900 - that’s circa $100bn coming into the market this week Markets have also priced a greater chance for a Dec rate cut Japan today approved the circa $135bn fiscal package The MOVE Index has come lower with treasury yields drifting lower across the curve These are positive developments Increasingly adds to our suspicion that there’s a forced seller out there as from a more fundamental view point, things are looking A OK Keep stacking 💪