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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,...
May 4, 20232 min read
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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...
May 3, 20232 min read
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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...
May 2, 20233 min read
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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...
Apr 27, 20232 min read
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Bond Market Insights - Wed, 26 Apr 2023
Yesterday saw a return of return of the flight to quality narrative as yields plummeted as First Republic announced that they are...
Apr 26, 20232 min read
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Bond Market Insights - Mon, 24 Apr 2023
An early bid for USTs was reversed after a stronger-than-expected April PMI print, pushing 2yr yields up by 10bps to close at 4.17%. The...
Apr 24, 20231 min read
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Bond Market Insights - Thu, 20 Apr 23
10yr US treasuries traded in a ½ point range, having been hit by UK CPI and RPI readings. The Beige Book helped the market float back up...
Apr 20, 20232 min read
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Bond Market Insights - Fri, 14 Apr 2023
Following inconclusive CPI data on Wednesday US producer prices was lower than expected, headline down 0.5%mom in March, while consensus...
Apr 14, 20232 min read
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Bond Market Insights - Wed, 12 Apr 2023
The front-end led the move lower ahead of tomorrow’s CPI. 2yr yields hit 4.08%, 2s10s flattened to -63bps nearing levels traded into last...
Apr 12, 20232 min read
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Bond Market Insights - Mon, 10 Apr 2023
Friday was a special session for US Treasury traders where the market opened just for them for roughly 4-hours to digest the data before...
Apr 10, 20232 min read
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Bond Market Insights - Wed, 05 Apr 2023
US Treasuries were weak through the Asia and the London morning sessions, but ripped higher as US data was released, led by the...
Apr 5, 20232 min read
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Same As It Ever Was - The Talking Head
The LatAm sovereign debt crisis of 1982 was provoked by an inability of Latin American countries, mostly Mexico, Argentina and Brazil, to re
Apr 4, 20236 min read
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