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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 - Wed, 19 Apr 2023
Volumes are down, conviction is down, Vix is down. Housing Starts data came mostly in line, and Fed banter wound up mostly balanced. ...
Apr 19, 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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Bond Market Insights - Tues, 04 Apr 2023
It was a choppy start to Q2 for US Treasuries. The initial reaction to OPEC’s announcement was illustrated by Fed’s Bullard who said the...
Apr 4, 20232 min read
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Bond Market Insights - Mon 03 Apr 2023
OPEC+ announced a surprise oil production cut of more than 1m b/d, Saudi being responsible for half of that. The move may push the oil...
Apr 3, 20232 min read
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Bond Market Insights - Fri, 31 Mar 2023
As the dust settles Fed speakers are putting their heads above the parapet again. Barkin stated "I'm comfortable" hiking now in 25bp...
Mar 31, 20232 min read
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Bond Market Update - Wed, 29 Mar 2023
The fortunes of KRE US, the SPDR Regional Banks index ETF are being closely watched to determine market direction. Yesterday the ETF...
Mar 29, 20232 min read
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Bond Market Insights - Tues, 28 Mar 2023
The front-end of US Treasuries slipped through 4% again after a weak 2yr auction; the auction tailed by nearly 3bps to 3.954%, with...
Mar 28, 20232 min read
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