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Jun 13, 20232 min read
Bond Market Insights - Tues, 13 Jun 2023
Stock markets pushed higher, gearing up for a pause in the Federal Reserve’s hiking programme. Big tech led equity gains once more, with...
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Jun 12, 20232 min read
Bond Market Insights - Mon, 12 June 2023
China stock markets took cheer from the Caixin manufacturing PMI on Thursday last and the rally continued through Friday, with real...
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Jun 8, 20232 min read
Bond Market Insights - Thurs, 07 June 2023
Despite the Fed blackout there is a lot going on. The Mega-cap tech companies had a hard time yesterday, but the rest of the S&P 500 was...
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Jun 5, 20231 min read
Bond Market Insights - Mon, 05 Jun 2023
After a week of solid employment data there was a feeling that Non-Farm would exceed expectations; it certainly did and there were upward...
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Jun 1, 20232 min read
Bond Market Insights - Thurs, 01 June 2023
Federal Reserve officials were hinting at a potential pause in interest-rate hikes in June, but it was not enough to reassure a fading...
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May 31, 20232 min read
Bond Market Insights - Wed, 31 May 2023
Progress on the debt ceiling sparked a brief relief rally, 2yr yields dipped back below 4.47% after peaking at 4.64% on Friday. Front...
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May 30, 20232 min read
Bond Market Insights - Tues, 30 May 2023
Biden and McCarthy announced agreement on the “Fiscal Responsibility Act”, suspending the debt limit until 2025, capping discretionary...
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May 17, 20232 min read
Bond Market Insights - Wed, 17 May 2023
The US Treasury market had been well bid into the US open, but then got hit as the data came in. Core US retail headline number was lower...
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May 16, 20232 min read
Bond Market Insights - Tues, 16 May 2023
After a quiet start the US treasury market reacted positively to the empire manufacturing number which did more than reverse April’s...
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May 15, 20233 min read
Bond Market Insights - Mon, 15 May 2023
After rallying through the auction cycle last week, the US treasury market retreated after the University of Michigan data showed...
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May 11, 20232 min read
Bond Market Insights - Thurs, 11 May 2023
US CPI data showed the first reading below 5% in two years, slightly better than expected, but still running at more than double the...
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May 10, 20232 min read
Bond Market Insights - Wed, 10 May 2023
A very strong 3yr auction hardly helped pare the losses of the last few sessions in US Treasuries. Fed's Williams is "not seeing" a...
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