@吴家琦:The price gains may be persistently higher than the market and economics community at large expect. If we're right, then this means the market is probably under pricing how high fedpolicy will develop, with a fed funds terminal rate needing to be higher than it priced - Anna Wong and the Bloomberg Economics team now forecast a 5% terminal rate.If we do get to 5% then the two-year note is very mispriced. Even if the terminal rate doesn't get to the BE level, we are sympatric and think a 4.25% terminal rate more likely, which still suggests more bear flattening of the yieldcurve could be coming. 

@deal2deal:Dow Jones futures rose slightly overnight, along with S&P 500 futures and Nasdaq futures, with Netflix subscribers in focus and Tesla results looming. The major indexes rebounded Tuesday above some key levels after hitting resistance on Monday.Gains were broad-based, but there were few new buying opportunities.Netflix (NFLX) jumped overnight on better-than-expected earnings and subscriber additions. Trucking giant J.B. Hunt Transport Services (JBHT) and egg producer Cal-Maine (CALM) also topped EPS views Tuesday night.Chip-equipment giant ASML (ASML) reports early Wednesday.Tesla (TSLA) headlines earnings Wednesday night. Tesla earnings should show an increase vs. Q2 2021 but decline substantially vs. Q1, reflecting Covid-related impacts on Shanghai production. 

@Maria_yy:There was a recall on my Lucid Air GT. They called me to schedule an appointment. a mechanic drove to where I was and did the work in about ten minutes. the work was simply examining under the dash to make sure a wire was secured properly and not hanging loose where it might get damaged. That was it. Mine was fine.I spent more time chatting with the mechanic than it took him to do the service. I learned many things but what might be most interesting to you guys is the delivery pace. He said that the D/FW area where I live was getting about 5 new Lucids every day. The delivery pace has really picked up.$Lucid Group Inc(LCID)$

@Maria_yy:There was a recall on my Lucid Air GT. They called me to schedule an appointment. a mechanic drove to where I was and did the work in about ten minutes. the work was simply examining under the dash to make sure a wire was secured properly and not hanging loose where it might get damaged. That was it. Mine was fine.I spent more time chatting with the mechanic than it took him to do the service. I learned many things but what might be most interesting to you guys is the delivery pace. He said that the D/FW area where I live was getting about 5 new Lucids every day. The delivery pace has really picked up.$Lucid Group Inc(LCID)$

@Maria_yy:There was a recall on my Lucid Air GT. They called me to schedule an appointment. a mechanic drove to where I was and did the work in about ten minutes. the work was simply examining under the dash to make sure a wire was secured properly and not hanging loose where it might get damaged. That was it. Mine was fine.I spent more time chatting with the mechanic than it took him to do the service. I learned many things but what might be most interesting to you guys is the delivery pace. He said that the D/FW area where I live was getting about 5 new Lucids every day. The delivery pace has really picked up.$Lucid Group Inc(LCID)$

@Maria_yy:There was a recall on my Lucid Air GT. They called me to schedule an appointment. a mechanic drove to where I was and did the work in about ten minutes. the work was simply examining under the dash to make sure a wire was secured properly and not hanging loose where it might get damaged. That was it. Mine was fine.I spent more time chatting with the mechanic than it took him to do the service. I learned many things but what might be most interesting to you guys is the delivery pace. He said that the D/FW area where I live was getting about 5 new Lucids every day. The delivery pace has really picked up.$Lucid Group Inc(LCID)$

@Maria_yy:There was a recall on my Lucid Air GT. They called me to schedule an appointment. a mechanic drove to where I was and did the work in about ten minutes. the work was simply examining under the dash to make sure a wire was secured properly and not hanging loose where it might get damaged. That was it. Mine was fine.I spent more time chatting with the mechanic than it took him to do the service. I learned many things but what might be most interesting to you guys is the delivery pace. He said that the D/FW area where I live was getting about 5 new Lucids every day. The delivery pace has really picked up.$Lucid Group Inc(LCID)$

@Maria_yy:There was a recall on my Lucid Air GT. They called me to schedule an appointment. a mechanic drove to where I was and did the work in about ten minutes. the work was simply examining under the dash to make sure a wire was secured properly and not hanging loose where it might get damaged. That was it. Mine was fine.I spent more time chatting with the mechanic than it took him to do the service. I learned many things but what might be most interesting to you guys is the delivery pace. He said that the D/FW area where I live was getting about 5 new Lucids every day. The delivery pace has really picked up.$Lucid Group Inc(LCID)$