The BondBeat

weekly observations (11.25.24): "Fixed income funds are still underweight duration vs the benchmark", '25 inflation boom & more #2025 dart-throwing contestants

while WE slept: (EZ) Bonds soar in reaction to dire EZ PMIs, USTs catch bid;

while WE slept: 'contained' start for USTs; 2yy 'More signs of trend exhaustion' (CitiFX); 2025 dart-throwing contest continues (#2025 -Wells and #BeachBoys)

while WE slept: bonds on the 'backfoot'; 2025 dart-throwing contest continues (#2025 -GS); ALSO "Bond Yields are Too HIGH!" and #ZweigRules ...

while WE slept: USTs cheapening ('consolidation mode') o/n; USTs 2024 'gains dwindle' (Santa Pause?); 2025 dart-throwing contest continues (#2025 -MS)

weekly observations (11.18.24): ...and the 2025 dart-throwing contest begins...; holidays and soft landing scenario analysis

while WE slept: USTs under pressure as Santa PAUSE; "Could Trump be Deflationary?"

while WE slept: USTs soft, GILTS underperforming; sticky CPI recaps and victory laps and a message (from gold) and a key chart (on tariff impacts)

while WE slept: USTs soft; BITC 'eyes 100k'; (yield uptrend)'signs of exhaustion'

while WE slept: USTs, Oil softer, eq, DXY BID, on thin, holiday trading; "Fed Expectations Are Wrong" -Apollo; 'US bond returns fading'

weekly observations (11.11.24): TLINEs tested (BAML); '3' handle 10s coming (BMO, TD); long 5y breaks (BNP); long 5s (UBS); Apollo: "A Rebound in Growth Is Coming"