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Bond Market Insights - Tues, 04 Apr 2023
It was a choppy start to Q2 for US Treasuries. The initial reaction to OPEC’s announcement was illustrated by Fed’s Bullard who said the...
Apr 4, 20232 min read


Bond Market Insights - Mon 03 Apr 2023
OPEC+ announced a surprise oil production cut of more than 1m b/d, Saudi being responsible for half of that. The move may push the oil...
Apr 3, 20232 min read


Bond Market Insights - Fri, 31 Mar 2023
As the dust settles Fed speakers are putting their heads above the parapet again. Barkin stated "I'm comfortable" hiking now in 25bp...
Mar 31, 20232 min read


Bond Market Update - Wed, 29 Mar 2023
The fortunes of KRE US, the SPDR Regional Banks index ETF are being closely watched to determine market direction. Yesterday the ETF...
Mar 29, 20232 min read


Bond Market Insights - Tues, 28 Mar 2023
The front-end of US Treasuries slipped through 4% again after a weak 2yr auction; the auction tailed by nearly 3bps to 3.954%, with...
Mar 28, 20232 min read


Bond Market Insights - Mon, 27 Mar 2023
The most surprising aspect of Fed Chair Powell's comments this week was the absence of a firm distinction between monetary policy tools...
Mar 27, 20232 min read


Bond Market Insights
US treasury investors were busy buying dips in the short end, seeing the “dovish hike” as a sign of being near the end of cycle as a...
Mar 24, 20232 min read


Bond Market Insights - Wed, 22 Mar 2023
In US treasuries the last six trading sessions had a 2yr range of anywhere from 37bp to 81bp. Today we only saw a 27bp range from the...
Mar 22, 20232 min read
![[Not] Once in a Lifetime - The Talking Head](https://static.wixstatic.com/media/4372fc_d8dd40bcf86c4f7196ffcb4b37d54321~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/4372fc_d8dd40bcf86c4f7196ffcb4b37d54321~mv2.webp)
![[Not] Once in a Lifetime - The Talking Head](https://static.wixstatic.com/media/4372fc_d8dd40bcf86c4f7196ffcb4b37d54321~mv2.png/v1/fill/w_306,h_230,fp_0.50_0.50,q_95,enc_avif,quality_auto/4372fc_d8dd40bcf86c4f7196ffcb4b37d54321~mv2.webp)
[Not] Once in a Lifetime - The Talking Head
We have all witnessed, if not been a part player, in the turmoil of the last fortnight as markets have reacted more violently than most have
Mar 21, 20235 min read


Bond Market Insights - Tue, 21 Mar 2023
What a difference a day makes! Mondays panic saw a meltdown in prices as the market got to grips with the SNB move on AT1’s. CS AT1’s are...
Mar 21, 20232 min read


Bond Market Insights - Mon, 20 Mar 2023
US equities were weaker Friday on Friday led by bank stocks. US10yr Treasury yields were down 15bps to 3.43%, down 27bps over the week....
Mar 20, 20232 min read


Bond Market Insights - Friday, 17 Mar 2023
US treasuries bear flattened as equities rallied amid action taken to stabilize ailing banks. 2yr yields jumped to 4.20 vs overnight lows...
Mar 17, 20232 min read
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