TRANSPORTATION: DSV | 1Q Results

Apr-30 07:58

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(DSVDC; A3/A- Neg) Results fine, re. Schenker reminder seasoned M&A operator. Re. levels we don't s...

Historical bullets

CROSS ASSET: Risk-Off Moves Start To Fade

Mar-31 07:51

Nothing much in terms of overt drivers for the moderation in the risk-off moves. Seems cross-asset flow-driven, with oil and equities off lows, while bonds are off highs.

US TSY OPTIONS: TYM5 108.50 Puts Sold

Mar-31 07:47

TYM5 108.50 puts ~4K given at 0-11.

US TSY OPTIONS: TY Upside Flow

Mar-31 07:45

Upside exposure covering TY in recent trade:

  • TYK5 113.50/115 call spread, covered vs. 111-17 (-5% delta), paper paid 10 in on ~4.5K
  • TYK5 113.50/115 call spread paper paid 10 on ~5.8K.