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Feb 63 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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Oct 7, 20242 min read
Bond Market Insights - Mon, 07 Oct 2024
An eventful week ended with front-end leading as yields surged after a blowout Sep jobs report. Non-Farm Payrolls jumped 254,000 vs...
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Jun 27, 20242 min read
Bond Market Insights - Thurs 26 June 2024
Fed speakers have admitted that in essence they don’t have much control over any of the variables that determine whether or not economic...
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Apr 15, 20242 min read
Bond Market Insights: 15 Apr 2024
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...
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