par admin | Fév 19, 2019 | commentaires, Uncategorized
Market Update Tsys trading mixed, 1bp lower in short end with yields out the curve unch, 10Y 2.665%, above avg vol in TY futures (380k). Equities off recent lows, S&P futures (-7.75) , Walmart posting Q4 eps above est, stock up 5% pre-mkt. Core EGBs close to...
par admin | Fév 18, 2019 | commentaires, Uncategorized
Market Update Having previously reached a (fragile) truce on NAFTA and currently appearing to make progress on bilateral trade talks with China, the US now seems to be opening up another front against the EU. The US has been accused of attempting to pressure EU...
par admin | Fév 15, 2019 | commentaires, Uncategorized
Market Update Tsys trading lower, yields 1-2bps higher, 10Y 2.67% after positive US/China headlines after Xi noted important progress in talks. EGBs quiet, bunds slightly higher, gilts flat, Italy 10Y BTPs 7bps higher. Equities in Europe 1.3% higher, S&P futures...
par admin | Fév 14, 2019 | commentaires, Uncategorized
Market Update Modest overnight volume from sidelined accts partially based on competing headlines that Trump will sign bipartisan border funding deal and to avoid self-imposed Feb 15 deadline, but potential for late hour rejection always a potential. On another...
par admin | Fév 13, 2019 | commentaires, Uncategorized
Market Update Tsys trading 2bps higher after Jan CPI came in weaker than exp – 0.0%/1.6% vs 0.1%/1.5% exp), core 1.6% vs 1.5% exp – 10Y 2.70%. Global equities extending gains after data, S&P futures + 8. Trade news with Trump mentioning he...
par admin | Fév 12, 2019 | commentaires, Uncategorized
Market Update Carry over risk-on, relief rally in equities (SPX +19.00 at 2727.25) as risk sentiment has received a boost from signs that Republicans and Democrats have reached a tentative truce to avoid another government shutdown, as well as indications that the...
