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Bond Market Insights - Wed, 19 Feb 2025
Bond Market Insights - Wed 19 Feb 2025 U.S. Treasury yields climbed higher on Tuesday, reversing Friday’s retail sales-driven gains, as...
Feb 192 min read
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Bond Market Insights - Thurs, 13 Feb 2025
A hot U.S. CPI report for January (up 0.5 m/m) caused a distrubance in the Force, equities initially stumbled but found their footing,...
Feb 132 min read
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Bond Markets Insights - Wed, 12 Feb 2025
Markets were subdued ahead of CPI. U.S. Treasury yields rose marginally, while equities were mixed. Powell’s testimony before the Senate...
Feb 122 min read
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Bond Market Insights - Tues, 11 Feb 2025
Markets continued their steady climb despite ongoing uncertainties surrounding trade policies and tariffs. Equity markets also remained...
Feb 113 min read
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Bond Market Insights - Mon, 10 Feb 2025
UST yields bounced Friday on another solid jobs report + a sharp uptick in UMich inflation expectations, with 2yrs closing at 4.29%, up...
Feb 102 min read
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Market Insights – Thurs, Feb 6, 2025
DJIA +0.7% / S&P +0.4% / CCMP +0.2% / US10YR -9pts 4.4221 / CRUDE -2.1% $71.19 / GOLD +0.8% $2,865/ VIX -8.4% $15.77 The US primary...
Feb 63 min read
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Bond Market Insights - Wed, 05 Feb 2025
Markets rebounded after initial weakness driven by softer macro data and trade developments. The weaker JOLTs report supported USTs,...
Feb 52 min read
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Bond Market Insights - Mon, 04 Feb 2025
* DJIA -0.3% / S&P -0.8% / CCMP -1.2% / US10YR -0.5pt, 4.54% / CRUDE -0.5%, $72.92 / GOLD +0.6%, $2,815 / VIX +13% $18.57 A choppy...
Feb 43 min read
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The Gloves are off, or are they?
2025 has ushered in an era, where geopolitical manoeuvring and economic statecraft have become deeply intertwined. The Chinese Year of...
Jan 284 min read
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Bond Market Insights - Tues, 17 Dec 2024
Markets remained data- and event-driven ahead of a busy macro week, highlighted by the FOMC decision. US Services PMI strength suggests...
Dec 17, 20242 min read
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The US Dollar's Position Ain't Going Away
For over a century, the U.S. Dollar has been the cornerstone of global finance, anchoring international trade, reserves, and investment....
Nov 25, 20242 min read
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Bond Market Insights - Tues, 15 Oct 2024
China’s economy faces mounting difficulties in 2024 as both consumer and producer price indices indicate deflation risks and sluggish...
Oct 15, 20242 min read
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