11/12/2018

Market Update US tsys weaker with equity futures higher (S&P +20, Nasdaq +67), US 10Y 2.88% (+2bps). Positive news on trade as China considering cutting tariffs on US made cars. Little reaction to stronger PPI data in the US –  with the core +0.3% vs 0.1% exp...

10/12/2018

Market Update US tsys slightly lower, US 10Y 2.86%, yield curve flatter, paring gains as equities rebound from losses – S&P futures +2.75 (were down 20 early). Core Euro bonds mixed – UK gilts higher, yields 3-5bps lower with  the GBP at 18 month lows...

07/12/2018

Market Update US tsys mixed, short end slightly lower, long end higher before payrolls, 10Y 2.90% (unch), close to the lows of August having rallied 10bps this week alone. Nov Payrolls expected at 198k with the unemployment rate unch at 3.7% and AHE 3.1%.  Equity...

06/12/2018

Market Update US tsys higher, yields 2-3bps lower across the curve, on heavy volume in TY futures (645k), equity futures sharply lower : S&P -38 (-1.4%), Nasdaq -116 (-1.7%).  Risk off tone on renewed tensions between the US & China after Huwai’s CFO...

05/12/2018

Market Update Cdn govt bond yields slightly higher, with the US mkt closed for the day, GOCs taking their cue from weakness in core EGBs. Equity futures higher , S&P +16, while European stocks off the lows, the Euro Stoxx -0.70%. UK gilts sharply lower, yields...