par admin | Sep 3, 2015 | commentaires
Market update US Tsys rising with EGBs after Draghi increases QE buying cap, revises down GDP/inflation Eurozone forecast data, US 10Y 2.157 (-2.7bps). Tsys basically unch o/n with little reaction to uptick in claims, lower trade deficit .In Canada, GOCs are higher...
par admin | Sep 2, 2015 | commentaires
Market update US Tsys slightly higher, curve flatter with little reaction to small miss in ADP (190k vs 200k), US 10Y 2.165 (+1bp). Tsy futures range bound overnight, underperforming core EU bonds as 10Y gilts, bunds ~1bp lower. Aussie govt bonds sharply lower despite...
par admin | Sep 1, 2015 | commentaires
Market update US Tsys higher, curve flatter, US 10Y 2.17 (-5bps) on weak China data (See above), lower global equities. Crude oil ~3% lower @ 47.60, still only retracing a fraction of yest $6 rally on talk Saudi weighing production cuts. Latest JPM Tsy Client Survey...
par admin | Août 31, 2015 | commentaires
Market update US tsys higher, curve ~4bps flatter o/n with the US 10Y 2.15 (-3bps) on weaker global equities & Fed rate hike fears. China stocks fell 0.8% while at the same time Fed VC Fischer’s comments on inflation raised expectations of a rate hike at the Sept...
par admin | Août 28, 2015 | commentaires
Market update US tsys are higher after rising for most of the o/n session, with a muted reaction to weaker July Pers spending data. US 10Y 2.16 (-3bps), European equities lower despite the surge in China (4.8%). Focus on various Fed speakers at the Jackson Hole...
par admin | Août 27, 2015 | commentaires
Market update US tsys are mixed after 2Q GDP was revised higher (3.7% vs 2.3%), curve ~2bps flatter, US 10Y 2.19 (+1bp). Reports of China liquidating tsys to support yuan as well as comments from BOJ Kuroda on inflation pressured tsys overnite. The pipeline of IG...
