Tag Archives: USTB

FI Eye-Opener: Fed not ready to turn more hawkish yet

Bonds rallied on both sides of the Atlantic yesterday, as the messages in the Bank of England minutes and

FI Eye-Opener: Connecting the dots

Bonds took a beating and curves bear steepened yesterday on the back of an upside surprise in US inflation (see more below).

FI Eye-Opener: Bills with negative return back

Core bonds rallied further early yesterday on geopolitical concerns and equity weakness, but the moves moderated towards the evening.

FI Eye-Opener: Negative overnight rates around the corner

German bonds continued to perform on Friday, and the curve bull-flattened, while US yields edged slightly up. Intra-Euro-zone spreads narrowed mostly, but the moves were not huge.

FI Eye-Opener: China with a positive surprise for a change

Core bond yields tried higher again early yesterday, but in the afternoon weak US retail sales (see more below) gave bonds a boost again.

FI Eye-Opener: Too little Fed tightening in prices

Yields headed higher early yesterday, but profit taking in the equity markets finally pushed yields down, though only marginally.

FI Eye-Opener: Credit risks forgotten again

Yields continued to climb on both sides of the Atlantic yesterday, more so in the US than in Europe. The German 10-year yield edged higher by about 2bp,

FI Eye-Opener: Sounds of Silence

Asian stock markets mixed. Further intra-Euro-zone spread narrowing. Today industrial production numbers and ECB refinancing operation results. Auction action starting.

FI Eye-Opener: ECB rates to remain close to zero for an extremely long period

The huge bond rally continued in the Euro zone on Friday. The German 10-year yield plummeted by another 5bp,

FI Eye-Opener: ECB delivers, will payrolls?

The ECB delivered its easing package yesterday (see more below), and the initial market reaction was higher long yields, a steeper curve, a rally in peripheral bonds and a weaker euro.

FI Eye-Opener: You better not be bluffing, ECB

Longer German bond yields continued to rise yesterday and the curve steepened some more.

FI Eye-Opener: The truth is out there – finally

Bond yields rose yesterday and curves steepened, modestly in German yields but more so in the US. The US 10-year yield leaped 5bp, bringing the yield back to above 2.50% (but only to levels seen early last week).