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12 hours ago2 min read
Bond Markets Insights - Wed, 12 Feb 2025
Markets were subdued ahead of CPI. U.S. Treasury yields rose marginally, while equities were mixed. Powell’s testimony before the Senate...
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2 days ago3 min read
Bond Market Insights - Tues, 11 Feb 2025
Markets continued their steady climb despite ongoing uncertainties surrounding trade policies and tariffs. Equity markets also remained...
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2 days ago2 min read
Bond Market Insights - Mon, 10 Feb 2025
UST yields bounced Friday on another solid jobs report + a sharp uptick in UMich inflation expectations, with 2yrs closing at 4.29%, up...
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7 days ago3 min read
Market Insights – Thurs, Feb 6, 2025
DJIA +0.7% / S&P +0.4% / CCMP +0.2% / US10YR -9pts 4.4221 / CRUDE -2.1% $71.19 / GOLD +0.8% $2,865/ VIX -8.4% $15.77 The US primary...
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Feb 52 min read
Bond Market Insights - Wed, 05 Feb 2025
Markets rebounded after initial weakness driven by softer macro data and trade developments. The weaker JOLTs report supported USTs,...
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Feb 43 min read
Bond Market Insights - Mon, 04 Feb 2025
* DJIA -0.3% / S&P -0.8% / CCMP -1.2% / US10YR -0.5pt, 4.54% / CRUDE -0.5%, $72.92 / GOLD +0.6%, $2,815 / VIX +13% $18.57 A choppy...
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Jan 284 min read
The Gloves are off, or are they?
2025 has ushered in an era, where geopolitical manoeuvring and economic statecraft have become deeply intertwined. The Chinese Year of...
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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...
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Oct 15, 20242 min read
Bond Market Insights - Tues, 15 Oct 2024
China’s economy faces mounting difficulties in 2024 as both consumer and producer price indices indicate deflation risks and sluggish...
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Oct 11, 20241 min read
Bond Market Insights - 11 Oct 2024
US Treasuries initially had a front-end led rally on a jump in jobless claims. This faded in the afternoon following hawkish comments...
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Oct 10, 20242 min read
Bond Market Insights - Thurs 10 Oct 2024
New York saw UST yields take another leg higher on Wednesday as the market struggled with supply and a continued rally in equities. amid...
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Oct 8, 20242 min read
Bond Market Insights - Tuesday, 08 Oct 2024
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...
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