Sunday Oct. 29th Weekly Outlook

QRA / FOMC / Earnings (free post)

This substack post will be a little change up from my usual format.

Earnings to watch (trades will be posted in discord) #free-trades channel

MCD

CAT / AMD

CVS / PYPL

SHOP / AAPL

We have a hot week of earnings while we get important economic data and monetary policy updates from the Treasury and Federal Reserve.

QRA:

With so much going on, it does seem that the Quarterly Refunding Announcement (QRA) will trump everything for #1 importance. Yields have been blowing out from Yellen’s issuance spree which she has filled the TGA back up to ~700B.