17/10/2017

Market Update Tsys lower  with the 10Y 2.31% (+1bp), lagging the rally in core European bonds esp UK gilts after BOE Carney comments. Equities unch, gold lower for a second day, crude  surged o/n to 52.37 on Iraq conflict.  UK gilts higher, 10Y gilt 1.30% at mth...

16/10/2017

Market Update US tsy & GOC mkts diverging this morning… US tsys lower, yields 2bps higher with the 10Y 2.29% (+2bps) after hawkish comments from Yellen over the weekend. Yellen said the economic drag from Hurricanes will be brief, soft inflation won’t persist....

13/10/2017

Market Update US tsys rising sharply after Sep CPI/retail sales misses- particularly the latter with core CPI 0.1% vs 0.2% exp, retail sales were relatively firm, , US 10Y 2.33%, trailing the strong gains in core Euro bonds where longer term yields are 2-3bps lower....

12/10/2017

Market Update US tsys higher, yields 1.5-2bps lower led by the 7-10Y with the 10Y 2.33(-1.8bps), Euro equities lower, S&P futures -4 pts. Tsys saw heavy buying in Asia hours according to MNI with block trade in TY futs around the European open (~4.3k). Core Euro...

11/10/2017

Market Update US tsys higher, 10Y 2.35% (-1bp) ahead of thin calendar with JOLTs job opening data and FOMC minutes from Sep meeting at 2:00PM.   The US tsy auctions $24bln in 3Y and $20bln in 10Y notes as well with the latter ~17bps higher in yield than at the last...