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Bond Market Insights - Tues, 16 May 2023
After a quiet start the US treasury market reacted positively to the empire manufacturing number which did more than reverse April’s...
May 16, 20232 min read
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Bond Market Insights - Mon, 15 May 2023
After rallying through the auction cycle last week, the US treasury market retreated after the University of Michigan data showed...
May 15, 20233 min read
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Bond Market Insights - Thurs, 11 May 2023
US CPI data showed the first reading below 5% in two years, slightly better than expected, but still running at more than double the...
May 11, 20232 min read
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Bond Market Insights - Wed, 10 May 2023
A very strong 3yr auction hardly helped pare the losses of the last few sessions in US Treasuries. Fed's Williams is "not seeing" a...
May 10, 20232 min read
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Bond Market Insights - Tues, 09 May 2023
The Fed Senior Loan Officer Survey was less weak than feared, showing that the percentage of banks tightening standards was similar to...
May 9, 20232 min read
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Bond Market Insights - Thurs, 04 May 2023
The Fed hiked rates by 25bps and suggested that this may be the last move in their most aggressive tightening campaign since the 1980s,...
May 4, 20232 min read
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Bond Market Insights - Wed, 03 May 2023
There is so much for the Fed to consider at this month’s meeting. If they do not hike and declare that the hiking is done they will be...
May 3, 20232 min read
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Bond Market Insights - Tues, 02 May 2023
In prospect, a week of earnings and two crucial central bank decisions. On Tuesday there are two important macro catalysts; the Eurozone...
May 2, 20233 min read
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Bond Market Insights - Fri, 28 Apr 2023
The economic data was a net negative for equities, but was ignored with the focus on tech results. US GDP disappointed as US consumer...
Apr 28, 20231 min read
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Bond Market Insights - Thurs, 27 Apr 2023
Markets were shaky on Tuesday, as the fallout from the U.S. financial troubles continued to deepen. Depositors continue to pull money out...
Apr 27, 20232 min read
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Bond Market Insights - Wed, 26 Apr 2023
Yesterday saw a return of return of the flight to quality narrative as yields plummeted as First Republic announced that they are...
Apr 26, 20232 min read
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Bond Market Insights - Mon, 24 Apr 2023
An early bid for USTs was reversed after a stronger-than-expected April PMI print, pushing 2yr yields up by 10bps to close at 4.17%. The...
Apr 24, 20231 min read
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