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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- 4 days ago
- 1 min
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...
3
- 5 days ago
- 1 min
Bond Market Insights - Tues, 28 Nov 2023
US Treasuries posted solid gains on Monday, easily absorbing $109bn in 2yr and 5yr supply, having been under pressure in Asia time with...
10
- Nov 16
- 2 min
Bond Market Insights - Thurs, 16 Nov 2023
The CPI induced rally in UST’s was stopped in its tracks by retail sales. Retail sales fell in Oct fell less than expected, down -0.1% vs...
4
- Nov 14
- 2 min
Bond Market Insights - Tues, 14 Nov 2023
US CPI has been in focus for a while, so price action was choppy as the market adjusted positioning in a thin market. With only a couple...
6
- Nov 9
- 1 min
Bond Market Insights - Thurs, 09 Nov 2023
Longer US Treasuries continued to rally on light volumes, 10-year yields dropped 5.7bps, thanks in part to a passable $40bn auction, and...
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- Nov 6
- 2 min
Bond Market Insights - Mon, 06 Nov 2023
US equities were stronger again Friday, S&P up 0.9% with the rally across the second half of the week leaving the index 5.9% higher...
14
- Nov 1
- 2 min
Bond Market Insights - Wed, 01 Nov 2023
US equities were stronger on Tuesday, encouraged by a small beat on US employment cost index which was up 1.1%qoq in Q3, vs consensus at...
14
- Oct 30
- 3 min
Bond Market Insights - Mon, 30 Oct 2023
US equities were under pressure on Friday, bonds were pretty much unchanged, oil was back up 2.9%, but down about 2% over the week. US...
3
- Oct 24
- 1 min
Bond Market Insights - Tues, 24 Oct 2023
Bill Ackman buys back shorts, the flock follows. Saying that CFTC showed that in the week ending last Tuesday the net short across the...
20
- Sep 29
- 2 min
Bond Market Insights - Fri 29 Sept 2023
Debt markets slid again, with heavy selling of longer US treasury futures for the second day. USTs bottomed by around 09:45et with 5y...
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- Sep 28
- 2 min
Bond Market Insights - Thurs 29 Sept 2023
USTs were hit into the auctions and were at session lows for the US$49bn 5yr’s, which attracted solid demand, The auction stopped about...
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