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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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Jul 3, 20232 min read
Bond Market Insights - Mon, 03 Jul 2023
US markets were stronger after US core PCE deflator was reported up 0.3% m/m in May, with y/y a little softer at 4.6% vs consensus at...
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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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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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