par admin | Jan 22, 2016 | commentaires
Market update US tsys trading lower in spillover from yesterday’s risk on rally post Draghi, US 10Y 2.06 (+2.7bps), curve ~1bp flatter. Nikkei up 5.9% as expectations build for further BOJ stimulus – the JPY lower for a second day. US tsys rebounded somewhat in Europe...
par admin | Jan 21, 2016 | commentaires
Market update US tsys slightly higher, curve unch, US 10Y 1.964 (-1.2bps) vs 1.94 yest low. ECB left rates unch as exp. Draghi press conf likely to focus on the collapse in inflation expect – Eur 5Y5Y inf swaps back to Jan 15 low where QE was announced. Crude ~1.0%...
par admin | Jan 20, 2016 | commentaires
Market update US tsys trading sharply higher, flatter, US 10Y below 2.0% (1.97, -8.5bps) on ‘risk off’ with US stock futures lower, European equities -3.0%, crude down 3.0% below $28.00. IEA warned oil market could ‘drown in oversupply’ (see above). Tsys off the...
par admin | Jan 19, 2016 | commentaires
Market update US tsys trading lower after ‘risk on’ session after China GDP, which thou less than exp, exceeded some forecasts and left door open for further stimulus. US 10Y 2.055 (+1.5bps) vs 2.085 in early NA trading. Light data session so bonds likely to take cue...
par admin | Jan 15, 2016 | commentaires
Market update US tsys sharply higher, 10Y below 2.0%(-8bps) for the first time since Oct 16th after Jan Empire Man fell to lowest since June 2009 (new orders -23.5 vs -6 in Dec). China & oil main themes o/n with brent below $30 o/n while the China CSI 300 fell...
