Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchA Flat Tape Hiding Massive Dispersion, And The Long End Breaks Out Michael J. KramerJul 31, 2026∙ Paid31ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsThe USD/JPY May Continue To Weaken Even With Intervention Risk - Advanced Topics2 hrs ago • Michael J. KramerMicrosoft Carries the Index While Breadth And Currencies Tell a Different StoryJul 30 • Michael J. KramerThe Market Isn’t Sure What The Fed Will Do, And Earnings Positioning Leans LowerJul 29 • Michael J. KramerThe Semiconductor Unwind Continues, And CDS Spreads Suggest It Isn't Over Jul 28 • Michael J. KramerCredit Keeps Repricing The AI Complex As The Market Rotates From Semis Into SoftwareJul 27 • Michael J. KramerMegaCap Options Positioning PreviewJul 24 • Michael J. KramerRising Real Rates Do The Tightening - Advanced TopicsJul 24 • Michael J. Kramer
