Bond Market Insights - Wed, 31 May 2023
Progress on the debt ceiling sparked a brief relief rally, 2yr yields dipped back below 4.47% after peaking at 4.64% on Friday. Front...
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May 30, 20232 min
Bond Market Insights - Tues, 30 May 2023
Biden and McCarthy announced agreement on the “Fiscal Responsibility Act”, suspending the debt limit until 2025, capping discretionary...
18
May 17, 20232 min
Bond Market Insights - Wed, 17 May 2023
The US Treasury market had been well bid into the US open, but then got hit as the data came in. Core US retail headline number was lower...
21
May 16, 20232 min
Bond Market Insights - Tues, 16 May 2023
After a quiet start the US treasury market reacted positively to the empire manufacturing number which did more than reverse April’s...
17
May 15, 20233 min
Bond Market Insights - Mon, 15 May 2023
After rallying through the auction cycle last week, the US treasury market retreated after the University of Michigan data showed...
27
May 11, 20232 min
Bond Market Insights - Thurs, 11 May 2023
US CPI data showed the first reading below 5% in two years, slightly better than expected, but still running at more than double the...
16
May 10, 20232 min
Bond Market Insights - Wed, 10 May 2023
A very strong 3yr auction hardly helped pare the losses of the last few sessions in US Treasuries. Fed's Williams is "not seeing" a...
31
May 9, 20232 min
Bond Market Insights - Tues, 09 May 2023
The Fed Senior Loan Officer Survey was less weak than feared, showing that the percentage of banks tightening standards was similar to...
13
May 4, 20232 min
Bond Market Insights - Thurs, 04 May 2023
The Fed hiked rates by 25bps and suggested that this may be the last move in their most aggressive tightening campaign since the 1980s,...
15
May 3, 20232 min
Bond Market Insights - Wed, 03 May 2023
There is so much for the Fed to consider at this month’s meeting. If they do not hike and declare that the hiking is done they will be...
16
May 2, 20233 min
Bond Market Insights - Tues, 02 May 2023
In prospect, a week of earnings and two crucial central bank decisions. On Tuesday there are two important macro catalysts; the Eurozone...
12
Apr 27, 20232 min
Bond Market Insights - Thurs, 27 Apr 2023
Markets were shaky on Tuesday, as the fallout from the U.S. financial troubles continued to deepen. Depositors continue to pull money out...
16
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