It was a busy and volatile week but we made it through with CDG up over 1% and CDS up over 2%. Next week should be a bit more quiet but the January FOMC follows in the last week of January. So please give this podcast a listen as there's lots to discuss, including an update to the CoTs and some TAS footprints that were left behind.
Since it's late and there's a lot to unpack on the latest CoTs, just these five charts:...