Sitemap - 2023 - The BondBeat
weekly observations (12/18); year aheads being FORCED to revise
weekly observations (12/11); lets get NEUTRAL
(USTs are 'lower' on light volumes)while WE slept; (an equity guy asks) "How Low Can Rates Go?"
(NY Open - Easy does it)while WE slept; fiscal to be more of a drag in 2024; Earl leading rates...
(USTs modestly higher / flatter on light volumes)while WE slept ...
weekly observations (11/20); bond mkt erases 2023 loss (but AGG worst drawdown in 40yrs)
happy (? original ?) crash-A-versary; "...Stop Crying About Bonds and Buy Them..."; #Got20s?
(USTs bull steepening) while WE slept; '10yy UNDEFEATED since 1974'
weekly observations (10/16); "Rates Not Going Back to Zero"
(USTs rallied o/n, belly leads on light volumes) while WE slept; worst day since March 2020...
(USTs are MIXED, 'off earlier lows' and on VERY LIGHT VOLUMES) while WE slept; CPI MISS-O-tunities
happy globally coordinated rate cuts anniversary (and couple other items...)
weekly observations (10/9) - nfp recap and victory lap edition ...
Random rainy day thoughts (DiMartino + Hunt = must see TV and knowledge)
(USTs MIXED, 'sharply steeper' on ~225% avg volumes)while WE slept; researching 'carefully'
(USTs 'a hair higher' on above avg vols)while WE slept; CPI precaps, victory laps
(USTs lean green, 'hair steeper' on LIGHT VOLUMES)while WE slept; "BNPL"; energy led 'flation...
(USTs modestly higher, steeper on avg volumes)while WE slept
(USTs are MIXED on holiday volumes)while WE slept; AI is deflationary AND THEN...;
(USTs aggressively UNCH on about avg volumes)while WE slept; "Rate Cuts"
weekly observations (8/7/23) -- NFP recap and victory lap edition ...
(belly leads USTs lower on light volumes)while WE slept
weekly observations (7/31) - Lacy Hunt interview (Wealthion)
weekly observations (7/24) -- have 2yy peaked, passive tightening and HIMCOs Q2 review
(USTs cheaper / steeper)while WE slept; "The Beyoncé Effect" and "Impact of ChatGPT"
weekly observations (6/12); CPI and FOMC precaps
(USTs following EZ)while WE slept; booms, busts; short 2s & spoos; NFP SEASONALS
(USTs lower / flatter on below avg volumes) while WE slept; Fitch; Nvidia
(USTs higher apres Yellen + Ka$shkari and on below avg volumes)while WE slept;
(USTs are "a hair" higher/flatter on below avg volumes) while WE slept; "Dealing with the ceiling"
(belly leads USTs 'modestly lower' on ~80% volumes) while WE slept; UMissAgain; walls of worry
(USTs lower as light GOLDEN WEEK volumes persist)while WE slept; FEAR that matters most
(belly leading USTs higher on below avg volumes) while WE slept; {DOTS <GO>} revealed; X-Date;
(USTs modestly higher on below avg volumes)while WE slept
(USTs lower / steeper on decent volumes)while WE slept; "Real Money Longest Since Oct 2010"
sellside observations for the week ahead (04/10); WORK not jobs, bank deposits
(UNCH due to market closures and NO, not light, volumes)while WE slept
(USTs lower / FLATTER on below avg volumes once again) while WE slept; near term forward spread
(5s lead cheapening as 2s5s10s +5bps)while WE slept; economists = weatherman
(USTs are lower / flatter on light volumes)while WE slept; Banking stresses EASE as FDIC studies...
(USTs bid, off highs, on robust volumes)while WE slept. 2yy vs 4.032 (March close) and ODL
(wild swings overnight on nearly 185% of the avg volumes) while WE slept; CSFB > svb
(USTs aggressively UNCH on extremely light volumes)while WE slept
(USTs lower, flatter on SOLID VOLUMES)while WE slept; liz warren V JPOW
(USTs LED LOWER by GILTS on below avg volumes)while WE slept
(USTs are lower on strong volumes)while WE slept
(modestly BID on light volumes)while WE slept, the 'graveyard' for 3yy (relative TO 2s5s)
(USTs MIXED, flatter on below average volumes)while WE slept
sellside observations from the week just passed and for the one just head (Feb 13th) ...
(USTs bid on little news and light volumes)while WE slept
(mixed / steeper on above avg volumes)while WE slept; "...the bond traders are still the cool kids."
(USTs touch higher, belly leading on ~140% of the average volumes) while WE slept;
(USTs 'modestly richer/flatter' on 'subpar' volumes) while WE slept
(USTs mixed on above avg volumes o/n) while WE slept; 'when to buy bonds'
dinosaurs and bonds (and bond BUYERS buyin' THE pivot)
On this day; 20yy; S&P (infl adj); TEMP services jobs; ISM new orders; financial curve; RoW > US