top of page


Bond Market Insights - Fri 21 Feb 2025
Stock markets softened further overnight, with renewed concerns about consumer spending and geopolitical uncertainty. The Dow closed down...
Feb 21, 20252 min read


Bond Market Insights - Thurs, 20 Feb 2025
Global markets inched higher overnight as the latest Federal Reserve minutes were digested. Treasury yields edged lower, with the 10yr...
Feb 20, 20253 min read


Bond Market Insights - Wed, 19 Feb 2025
Bond Market Insights - Wed 19 Feb 2025 U.S. Treasury yields climbed higher on Tuesday, reversing Friday’s retail sales-driven gains, as...
Feb 19, 20252 min read


Bond Market Insights - Thurs, 13 Feb 2025
A hot U.S. CPI report for January (up 0.5 m/m) caused a distrubance in the Force, equities initially stumbled but found their footing,...
Feb 13, 20252 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...
Feb 12, 20252 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...
Feb 11, 20253 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...
Feb 10, 20252 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...
Feb 6, 20253 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,...
Feb 5, 20252 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...
Feb 4, 20253 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...
Jan 28, 20254 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...
Dec 17, 20242 min read
bottom of page