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...
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- Mar 28
- 2 min
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...
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- Mar 27
- 2 min
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...
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- Mar 24
- 2 min
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...
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- Mar 22
- 2 min
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...
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![[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_auto/4372fc_d8dd40bcf86c4f7196ffcb4b37d54321~mv2.png)
- Mar 21
- 5 min
[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
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- Mar 21
- 2 min
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...
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- Mar 20
- 2 min
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....
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- Mar 17
- 2 min
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...
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- Mar 16
- 2 min
Bond Market Insights - Thurs, 16 Mar 2023
The March FOMC meeting is now priced between a pause and a 25bp hike, but looking further forward markets are now pricing in sharp cuts,...
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- Mar 15
- 4 min
The Humble Canary
The humble canary was used in UK mines until 1986, a simple effective indicator of a dangerous situation. We don't have to highlight what ha
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- Mar 15
- 2 min
Bond Market Insights - Wed, Mar 15 2023
The US February CPI data came in a bit stronger than expectations, with headline and core rising by 0.4% and 0.5% respectively from...
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