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Bond Market Insights - Thurs, 25 Jan 2024
DJIA -0.3% / S&P +0.1% / CCMP +0.4% / CRUDE +1.3% $75.37 / GOLD -0.8% $2,013 / VIX +4.5%, 13 S&P further extends record high as Netflix...
Jan 25, 20242 min read
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Bond Market Insights - Wed, 24 Jan 2024
DJIA -0.3% / S&P +0.3% / CCMP +0.4% / CRUDE -0.9% $74.5 / GOLD +0.4% $2,029 / VIX -4.9% $12.55 The S&P 500 and Nasdaq 100 both closed at...
Jan 24, 20242 min read
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Bond Market Insights - Mon, 22 Jan 2023
US equities remained strong on Friday, S&P up 1.2% achieving new highs. US Treasury activity was muted. US existing home sales were down...
Jan 22, 20242 min read
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Bond Market Insights -
DJIA +0.5%, S&P +0.9% and CCMP +1.3% and VIX drops -4.5% $14.1. Nasdaq hits record high. Taiwan Semiconductor (TSM US) was up +9.8% post...
Jan 19, 20242 min read
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Bond Market Insights - Thurs 18 Jan 2024
The post-Waller repricing in the front-end accelerated Weds after a stronger-than-expected December retail sales print. +0.6% on the...
Jan 18, 20243 min read
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Bond Market Insights - Wed, 17 Jan 2024
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...
Jan 17, 20242 min read
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Bond Market Insights - 05 Jan 2024
The New Year sell-off continued Thursday with supply weighing on the market. Data also failed to support the case for 1H2024 rate cuts....
Jan 5, 20243 min read
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Bond Market Insights - Tues, 19 Dec 2023
Fed's Goolsbee seems flabbergasted, saying that If inflation comes back into the range of the dual mandate, Fed will have "more symmetric...
Dec 19, 20231 min read
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Bond Markets Insights - Thurs, 07 Dec 2023
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...
Dec 7, 20232 min read
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Bond Market Insights - Wed, 06 Dec 2023
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...
Dec 6, 20232 min read
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Bond Market Insights - Mon, 04 Dec 2023
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...
Dec 4, 20232 min read
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Bond Market Insights - Thurs, 30 Nov 2023
There was a wave of soft inflation readings yesterday from Australia, Germany, and Spain. In the US, GDP rose at the fastest pace in...
Nov 30, 20232 min read
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