top of page


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....
Sep 27, 20233 min read
20


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...
Sep 26, 20232 min read
6


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...
Sep 25, 20232 min read
5


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...
Sep 21, 20233 min read
32


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...
Sep 15, 20232 min read
15


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...
Sep 11, 20234 min read
20


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...
Aug 29, 20232 min read
28


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...
Aug 14, 20233 min read
51


Bond Market Insights - Tues, 08 Aug 2023
The UST curve saw renewed steepening after the short end recovered from an initial sell off on the back of Fed’s Bowman’s comments that...
Aug 8, 20232 min read
29


Bond Market Insights - Thurs, 03 Aug 2023
UST curve steepened with duration pressured following a strong ADP print and the Treasury’s quarterly refunding announcement, which was...
Aug 3, 20232 min read
19


Bond Market Insights - Wed, 02 Aug 2023
USTs struggled again, following European bond markets down at the open. 10yr yields peaked at 4.055% with 2s10s steepening to -85bps....
Aug 2, 20232 min read
12


Bond Market Insights - Mon, 24 July 2023
Friday was a bit of a dud in New York as the markets took a breather ahead of the big week of central bank meetings we have in store. In...
Jul 24, 20233 min read
28
bottom of page