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Jan 242 min read
Bond Market Insights - Wed, 24 Jan 2024
DJIA -0.3% / S&P +0.3% / CCMP +0.4% / CRUDE -0.9% $74.5 / GOLD +0.4% $2,029 / VIX -4.9% $12.55 The S&P 500 and Nasdaq 100 both closed at...
9
Jan 222 min read
Bond Market Insights - Mon, 22 Jan 2023
US equities remained strong on Friday, S&P up 1.2% achieving new highs. US Treasury activity was muted. US existing home sales were down...
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Jan 192 min read
Bond Market Insights -
DJIA +0.5%, S&P +0.9% and CCMP +1.3% and VIX drops -4.5% $14.1. Nasdaq hits record high. Taiwan Semiconductor (TSM US) was up +9.8% post...
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Jan 183 min read
Bond Market Insights - Thurs 18 Jan 2024
The post-Waller repricing in the front-end accelerated Weds after a stronger-than-expected December retail sales print. +0.6% on the...
4
Jan 172 min read
Bond Market Insights - Wed, 17 Jan 2024
US equities were weaker Tuesday, S&P down 0.5%, US10yr yields up 12bps to 4.06%, 2yrs up 9bps to 4.23% after comments from Fed's Waller...
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Jan 53 min read
Bond Market Insights - 05 Jan 2024
The New Year sell-off continued Thursday with supply weighing on the market. Data also failed to support the case for 1H2024 rate cuts....
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Dec 19, 20231 min read
Bond Market Insights - Tues, 19 Dec 2023
Fed's Goolsbee seems flabbergasted, saying that If inflation comes back into the range of the dual mandate, Fed will have "more symmetric...
26
Dec 7, 20232 min read
Bond Markets Insights - Thurs, 07 Dec 2023
Weaker Oil prices supported US Treasuries with WTI falling below $70 for the first time since early July; CL 1 is now -10% from last...
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Dec 6, 20232 min read
Bond Market Insights - Wed, 06 Dec 2023
The US JOLTS report for October plunged far more than expected (8.733 million vs consensus of 9.3 million, with a downward revision to...
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Dec 4, 20232 min read
Bond Market Insights - Mon, 04 Dec 2023
Bitcoin bursting 40,000, Gold $2,085, Silver breaking $25.50, UST 10yr touching 4.2%. The FOMO trade is on, encouraged by soft global...
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Nov 30, 20232 min read
Bond Market Insights - Thurs, 30 Nov 2023
There was a wave of soft inflation readings yesterday from Australia, Germany, and Spain. In the US, GDP rose at the fastest pace in...
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Nov 29, 20231 min read
Bond Market Insights - Wed, 29 Nov 2023
USTs gained as softish data, dovish Fed comments, and some month-end demand fuelled the bid. The rally intensified when the typically...
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