Bond Market Insights - Mon, 30 Oct 2023
US equities were under pressure on Friday, bonds were pretty much unchanged, oil was back up 2.9%, but down about 2% over the week. US...
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Oct 24, 20231 min read
Bond Market Insights - Tues, 24 Oct 2023
Bill Ackman buys back shorts, the flock follows. Saying that CFTC showed that in the week ending last Tuesday the net short across the...
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Sep 29, 20232 min read
Bond Market Insights - Fri 29 Sept 2023
Debt markets slid again, with heavy selling of longer US treasury futures for the second day. USTs bottomed by around 09:45et with 5y...
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Sep 28, 20232 min read
Bond Market Insights - Thurs 29 Sept 2023
USTs were hit into the auctions and were at session lows for the US$49bn 5yr’s, which attracted solid demand, The auction stopped about...
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Sep 27, 20233 min read
Bond Market Insights - Wed, 27 Sept 2023
US Treasury supply kicked off with a $48b 2yr auction which went fine, stopping at 5.085%, which is the highest 2yr stop since 2006....
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Sep 26, 20232 min read
Bond Market Insights – Tues, 26 Sept 2023
USTs continued to slide, bear-steepening on a low volume Monday. 10yr and 30yr yields recent highs at 4.545% & 4.66% respectively. 2s10s...
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Sep 25, 20232 min read
Bond Market Insights - Mon, 25 Sept 2023
USTs opened lower in Asia on Friday with 10y yields topping 4.50% before a modest recovery to end the week with the belly leading the...
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Sep 21, 20233 min read
Bond Market Insights - Thurs, 21 Sept 2023
UK CPI kicked the market into action, causing an aggressive bull-steepening move after a weak +0.3% m/m for headline CPI, with YoY at...
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Sep 15, 20232 min read
Bond Market Insights - Fri, 15 Sept 2023
Choppy price action in USTs through the ECB rate decision and US data. ECB went the ‘dovish hike’ rout as they delivered a 10th...
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Sep 11, 20234 min read
Bond Market Insights - Mon, 11 Sept 2023
US CPI will be the data highlight this week along with US activity data. Inflation and growth data also due in China, and the 1yr MLF...
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Aug 29, 20232 min read
Bond Market Insights - Tues, 29 Aug 2023
The US treasury curve remained under pressure as we approached a double auction. 2yrs peaked at 5.105% before recovering into the $45bn...
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Aug 14, 20233 min read
Bond Market Insights - Mon, 14 Aug 2023
UST yields jumped higher following PPI. Now all of the new refunding issues are trading under water. Analysts were flagging the upside...
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