The post-Waller repricing in the front-end accelerated Weds after a stronger-than-expected December retail sales print. +0.6% on the...

US equities were weaker Tuesday, S&P down 0.5%, US10yr yields up 12bps to 4.06%, 2yrs up 9bps to 4.23% after comments from Fed's Waller...

The New Year sell-off continued Thursday with supply weighing on the market. Data also failed to support the case for 1H2024 rate cuts....

Fed's Goolsbee seems flabbergasted, saying that If inflation comes back into the range of the dual mandate, Fed will have "more symmetric...

Weaker Oil prices supported US Treasuries with WTI falling below $70 for the first time since early July; CL 1 is now -10% from last...

The US JOLTS report for October plunged far more than expected (8.733 million vs consensus of 9.3 million, with a downward revision to...

Bitcoin bursting 40,000, Gold $2,085, Silver breaking $25.50, UST 10yr touching 4.2%. The FOMO trade is on, encouraged by soft global...

There was a wave of soft inflation readings yesterday from Australia, Germany, and Spain. In the US, GDP rose at the fastest pace in...

USTs gained as softish data, dovish Fed comments, and some month-end demand fuelled the bid. The rally intensified when the typically...

US Treasuries posted solid gains on Monday, easily absorbing $109bn in 2yr and 5yr supply, having been under pressure in Asia time with...

The CPI induced rally in UST’s was stopped in its tracks by retail sales. Retail sales fell in Oct fell less than expected, down -0.1% vs...

US CPI has been in focus for a while, so price action was choppy as the market adjusted positioning in a thin market. With only a couple...