The BondBeat

Home
Archive
About
New
Top
Discussion
weekly observations (5/29th); DEAL (or no deal?) so issuance may be coming; "Markets will struggle as 500bn of liquidity is removed to…
Good morning / afternoon / evening (please choose whichever one which best describes when ever is is you are stumbling across this weekends note… I’ll…
2
(USTs higher / steeper on light volumes) while WE slept; "Painfully Accurate: The 10YR3M Recession Indicator" -EPB; happy 127th bday Dow
Good morning … 2yy are UP 10d in a row and today there is finally some stability BUT it is early … Watching momentum (crossing BULLISHLY) and will check…
1
(USTs lower / flatter on below avg volumes) while WE slept; Fitch; Nvidia
Good morning … Yesterday, I was asked where ‘rates will be at years end’ and this conversation was largely focused on the front-end — say 2yrs and IN …
4
(USTs mixed / higher despite GILT selloff on light volumes)while WE slept; foreigners bought 2s, will they buy 5s? 'history of the FFs/2s…
Good morning … build it (concession) and they came, ZH: Stellar 2Y Auction Sees 2nd Highest Indirects On Record … The internals were even more…
2
(USTs are lower and curve is flatter on avg volumes) while WE slept; UST liquid NOT bad (they say); a PAUSE is coming (Prof. Siegel…
Good morning … Ahead of this mornings 2yr auction (and the weeks SUPPLY) Not sure what to make of recent trading range (5.08 - 3.57) other than to note…
(USTs higher apres Yellen + Ka$shkari and on below avg volumes)while WE slept;
Good morning … #Got5s? Given so many out with calls to BUY ‘em, I thought a fitting way to start the day and week and as Mom always said, if you don’t…
weekly observations (5/22); record short 2s, some levels to watch and ... got 5s? a roadmap TO a June HIKE (and reasons to be wary of stks)
Good morning / afternoon / evening (please choose whichever one which best describes when ever is is you are stumbling across this weekends note. I’d…
1
(USTs mixed, 'clinging to support' on avg volumes) while WE slept; LOTTA LIQUIDITY + AI + large dollop of HOPE AND … we're aggressively UNCH…
Good morning … it’s really GREAT that yields are back to rising and stocks are BID and the whole March episode in banks is now firmly behind us and …
2
(USTs lower/steeper on slightly above avg volumes) while WE slept; signs labor mkt cracking; dealin' w/ceiling, a timeline; regional banks…
Good morning … Shaking things up a bit this morning (slow news day) and leading off with a snippet of a Global Macro Commentary detailing yesterday. UST…
(USTs are "a hair" higher/flatter on below avg volumes) while WE slept; "Dealing with the ceiling"
Good morning … unless, of course you BOT long bonds at triangulated support, WHY? BMO: Retail Sales Mixed -- Supportive for Q2 real GDP estimates Wells…
(USTs are higher (thanks TO China data DUMP) on above avg volumes)while WE slept; love letters; near-term forward; copper/gold; SOMNOLENT
Good morning … RATES (out the curve) remain in a range … … if only barely so. Watching the back end while noting whats impacting the front end, ZH…
1
(belly leads USTs 'modestly lower' on ~80% volumes) while WE slept; UMissAgain; walls of worry
Good morning … Catching up and heading through the inbox best I can a couple / few items which stood out are noted below but first, I see I cannot trust…
3
© 2023 Substack Inc
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing