Blog | Conduit Group | Page 3 of 29

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

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

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

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

US Treasuries initially had a front-end led rally on a jump in jobless claims. This faded in the afternoon following hawkish comments...

Oct 11, 20241 min read

New York saw UST yields take another leg higher on Wednesday as the market struggled with supply and a continued rally in equities. amid...

Oct 10, 20242 min read

The post-Non-Farm Payrolls rout continued on Monday with 2yr and 10yr yields jumping above 4.0% for the first time since August. The...

Oct 8, 20242 min read

An eventful week ended with front-end leading as yields surged after a blowout Sep jobs report. Non-Farm Payrolls jumped 254,000 vs...

Oct 7, 20242 min read

DJIA -0.4% / S&P -0.9% / CCMP -1.7% / US10YR +5.5pts 3.85 / CRUDE +1.5% $72.92 / GOLD -1.1% $2,484 / VIX +7.9% $17.55: Fed minutes...

Aug 23, 20242 min read

Fed speakers have admitted that in essence they don’t have much control over any of the variables that determine whether or not economic...

Jun 27, 20242 min read

Powell reflected on situation in the 1970’s last week and then concluded that he didn’t see either “the stag” or the “flation” in today’s...

May 7, 20242 min read

S&P -1.2% / S&P -1.5% / CCMP -1.6% / US10yr -6.5pts 4.52 / CRUDE +0.8% $85.66 / GOLD -1.2% $2,344 / VIX +16% $17.30. US Treasuries were...

Apr 15, 20242 min read