Blog | Conduit Group

Dec 17, 20242 min read

Bond Market Insights - Tues, 17 Dec 2024

Markets remained data- and event-driven ahead of a busy macro week, highlighted by the FOMC decision. US Services PMI strength suggests...

Nov 25, 20242 min read

For over a century, the U.S. Dollar has been the cornerstone of global finance, anchoring international trade, reserves, and investment....

Oct 15, 20242 min read

China’s economy faces mounting difficulties in 2024 as both consumer and producer price indices indicate deflation risks and sluggish...

Oct 11, 20241 min read

US Treasuries initially had a front-end led rally on a jump in jobless claims. This faded in the afternoon following hawkish comments...

Oct 10, 20242 min read

New York saw UST yields take another leg higher on Wednesday as the market struggled with supply and a continued rally in equities. amid...

Oct 8, 20242 min read

The post-Non-Farm Payrolls rout continued on Monday with 2yr and 10yr yields jumping above 4.0% for the first time since August. The...

Oct 7, 20242 min read

An eventful week ended with front-end leading as yields surged after a blowout Sep jobs report. Non-Farm Payrolls jumped 254,000 vs...

Aug 23, 20242 min read

DJIA -0.4% / S&P -0.9% / CCMP -1.7% / US10YR +5.5pts 3.85 / CRUDE +1.5% $72.92 / GOLD -1.1% $2,484 / VIX +7.9% $17.55: Fed minutes...

Jun 27, 20242 min read

Fed speakers have admitted that in essence they don’t have much control over any of the variables that determine whether or not economic...

May 7, 20242 min read

Powell reflected on situation in the 1970’s last week and then concluded that he didn’t see either “the stag” or the “flation” in today’s...

Apr 15, 20242 min read

S&P -1.2% / S&P -1.5% / CCMP -1.6% / US10yr -6.5pts 4.52 / CRUDE +0.8% $85.66 / GOLD -1.2% $2,344 / VIX +16% $17.30. US Treasuries were...

Apr 12, 20242 min read

DJIA unchanged / S&P +0.7% / CCMP +1.7% / US10YR +4bps 4.59% / CRUDE +0.6% $85.50 / GOLD +1.6% $2,373 / VIX -5.6% $14.90. ECB rates on...