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Bond Market Insights - Mon, 12 June 2023
China stock markets took cheer from the Caixin manufacturing PMI on Thursday last and the rally continued through Friday, with real...
Jun 12, 20232 min read


Bond Market Insights - Thurs, 07 June 2023
Despite the Fed blackout there is a lot going on. The Mega-cap tech companies had a hard time yesterday, but the rest of the S&P 500 was...
Jun 8, 20232 min read


Bond Market Insights - Mon, 05 Jun 2023
After a week of solid employment data there was a feeling that Non-Farm would exceed expectations; it certainly did and there were upward...
Jun 5, 20231 min read


Bond Market Insights - Thurs, 01 June 2023
Federal Reserve officials were hinting at a potential pause in interest-rate hikes in June, but it was not enough to reassure a fading...
Jun 1, 20232 min read


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...
May 31, 20232 min read


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...
May 30, 20232 min read


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...
May 17, 20232 min read


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...
May 16, 20232 min read


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...
May 15, 20233 min read


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...
May 11, 20232 min read


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...
May 10, 20232 min read


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...
May 9, 20232 min read
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