par admin | Jan 26, 2016 | commentaires
Market update US tsys unch, yields on the rise as oil and stocks recover from earlier weakness – US 10Y 2.0% after falling to 1.96% in early European trading. WTI fell ~3.7% to $29.20 then bounced on DJ news that Saudi & Russia were more on oil cuts (BN). US...
par admin | Jan 25, 2016 | commentaires
Market update US tsys trading higher, curve flatter on lower crude & stocks, US 10Y 2.033 (-2.3bps), curve ~3bps flatter as 2s are ~1bp higher in yield @0.88%. Dallas Fed only real eco data in the US today, but FOMC decision on Wed looms large thou there is no...
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...
