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Aug 14, 20233 min read
Bond Market Insights - Mon, 14 Aug 2023
UST yields jumped higher following PPI. Now all of the new refunding issues are trading under water. Analysts were flagging the upside...
50
Aug 8, 20232 min read
Bond Market Insights - Tues, 08 Aug 2023
The UST curve saw renewed steepening after the short end recovered from an initial sell off on the back of Fed’s Bowman’s comments that...
28
Aug 3, 20232 min read
Bond Market Insights - Thurs, 03 Aug 2023
UST curve steepened with duration pressured following a strong ADP print and the Treasury’s quarterly refunding announcement, which was...
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Aug 2, 20232 min read
Bond Market Insights - Wed, 02 Aug 2023
USTs struggled again, following European bond markets down at the open. 10yr yields peaked at 4.055% with 2s10s steepening to -85bps....
11
Jul 24, 20233 min read
Bond Market Insights - Mon, 24 July 2023
Friday was a bit of a dud in New York as the markets took a breather ahead of the big week of central bank meetings we have in store. In...
27
Jul 21, 20232 min read
Bond Market Insights - Friday, 21 July 2023
A moment for contemplation. Spiking US treasury yields, 10yr up 10bps, NFLX and TSLA crashing around 10%, S&P only down 0.7%. Nasdaq 100...
29
Jul 19, 20232 min read
Bond Market Insights- Wed, 19 July 2023
USTs were bid into the NY open, following Bunds higher in London after less hawkish commentary from the ECB’s Knot, but then struggled...
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Jul 18, 20232 min read
Bond Market Insights - Tues, 18 July 2023
US Treasuries 3-5yr sector continued to lead the market in New York, it had been boosted the big miss on China GDP, which was up 6.3%yoy...
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Jul 6, 20232 min read
Bond Market Insights - Thurs, 07 Jun 2023
A bit of a wobble in the markets yesterday, with VIX regaining a 14 handle, UST’s and equities slipping and US IG widening. The FOMC...
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Jun 29, 20233 min read
Bond Market Insights - Thu 29 June 2023
Wall Street’s biggest banks passed the Federal Reserve’s annual stress test. The Fed projected that the hypothetical calamities would...
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Jun 27, 20232 min read
Bond Market Insights - Tues, 27 June 2023
US stocks sold off last night following events in Russia. The Nasdaq 100 slid for a second day after suffering its worst week since...
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Jun 26, 20231 min read
Bond Market Insights -Mon, 26 Jun 2023
PMI day. Weak PMI's out of Europe had Treasuries bid as the New York market opened, but the release of US PMI erased the whole move....
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