o/n; 2yy vs 1.52%; Miracle on ICE (nat gas edition?); ECB less likely hikely; a couple stock jockeys views ...
thebondbeat.substack.com
Good morning. Now that the Olympics are over, we can fully devote our attention TO the war and its impact on markets…today IS the anniversary of “Miracle on Ice” — more on that in a minute…but first, here’s what happened WHILE YOU SLEPT The Treasury curve has pivoted flatter around little-changed intermediates as solid EU/UK data and hawkish comments from Fed Governor Bowman clash with the still-evolving news out of Ukraine. DXY is modestly lower (-0.14%) while front WTI futures are higher (+3.5%). Asian stocks were all lower (NKY -1.7%, Hang Seng -2.7%), EU and UK share markets are now little changed while ES futures are showing -0.3% here at 6:45am.
o/n; 2yy vs 1.52%; Miracle on ICE (nat gas edition?); ECB less likely hikely; a couple stock jockeys views ...
o/n; 2yy vs 1.52%; Miracle on ICE (nat gas…
o/n; 2yy vs 1.52%; Miracle on ICE (nat gas edition?); ECB less likely hikely; a couple stock jockeys views ...
Good morning. Now that the Olympics are over, we can fully devote our attention TO the war and its impact on markets…today IS the anniversary of “Miracle on Ice” — more on that in a minute…but first, here’s what happened WHILE YOU SLEPT The Treasury curve has pivoted flatter around little-changed intermediates as solid EU/UK data and hawkish comments from Fed Governor Bowman clash with the still-evolving news out of Ukraine. DXY is modestly lower (-0.14%) while front WTI futures are higher (+3.5%). Asian stocks were all lower (NKY -1.7%, Hang Seng -2.7%), EU and UK share markets are now little changed while ES futures are showing -0.3% here at 6:45am.