Deltamudd - 3/1/2024 09:47
Carry basis rolling all that still isn’t real intuitive to me but a long time ago on agtalk someone really smart explained why you aren’t supposed to hold grain in a high interest environment and THAT intuitively made sense to me
Pce came in on target and I think gdp was slightly lower so it’s setting up for rate cuts possibly Since when is 5% high? | 
what is carry
