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Bond Market Insights Fri, 15 Aug 2025
Mixed signals on U.S. inflation. The softer than expected CPI boosted bets on rate cuts, but PPI brought some sanity back. Analyst...
Aug 153 min read


BOnd Market Insights: Mon, 04 Aug 2025
The July U.S. employment report was dramatic. While headline jobs growth slowed, the revisions to May and June were the surprise. July...
Aug 42 min read


Bond Market Insights: Fri, 01 Aug 2025
Risk off. Sticky inflation, a hawkish FOMC hit the two crowded trades; short USD and curve steepeners, 2s10s now testing 40bps, the...
Aug 12 min read


Bond Market Insights - Wed, 30 July 2025
Monday’s UST session was characterised well received $69bn 2yr auction, with strong demand from real money, and a sloppy $70bn 5yr. Last...
Jul 303 min read


Bond Market Insights - Wed, 02 Apr 2025
Global bond markets were well-supported on Tuesday, driven by a combination of weaker economic data and heightened geopolitical...
Apr 22 min read


Bond Market Insights - Thurs, 27 Mar 2025
U.S. Treasuries still “volatile in a tight range”, phrase of the month. Front end yields pushed higher as February’s durable goods data...
Mar 272 min read


Bond Market Insights - Fri, 21 Mar 2025
A volatile session for USTs in the aftermath of the Fed. Rates were left unchanged but Chair Powell’s dovish tone contrasted with a more...
Mar 212 min read
Bond Market Insights - Fri, 14 Mar 2025
US Treasuries were under pressure in overnight with supply and a skewed PPI result. While headline PPI came in flat, with core down -0.1%...
Mar 141 min read
Bond Market Insights, Thurs, 13 Mar 2025
Yields edged higher as equities rebounded, as February CPI report came slightly softer than expected. Both core and headline CPI rose...
Mar 132 min read


Bond Market Insights - Tues, 11 Mar 2025
Markets kicked off the week with investors indigestion due to U.S. President Trump’s weekend remarks alluding to a “period of transition”...
Mar 112 min read


Bond Market Insights - Wed, 05 Mar 2025
DJIA -1.6% / S&P -1.2% / CCMP -0.4% / US10YR +8.5pts 4.24 / CRUDE -0.3% $68.15 / GOLD +0.7% $2,914 / VIX +2.9% $23.44. US The chaos...
Mar 52 min read


Bond Market Insights - Tues, 04 Mar 2025
Fear continues to stoke U.S. Treasuries. 10yr yields shedding another 5bps to 4.16%, the lowest level in 3 months on the back of US ISM...
Mar 42 min read
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