par admin | Fév 21, 2019 | commentaires, Uncategorized
Market Update Tsys off the lows after weaker Dec Durable Goods & Feb Phili Fed (-4.1 vs 14), yields still 2-3bps higher from o/n session on positive news on trade with Reuters reporting the US & China are close to a trade deal. Fed Bullard , in...
par admin | Fév 20, 2019 | commentaires, Uncategorized
Market Update Tsys trading slightly higher, 10Y 2.63%, modest volume in TY futures (283k), with S&P futures -3.0 and the USD unch. FOMC minutes to be released at 2:00PM expected to discuss shift to a neutral bias at January meeting, as well as the likelihood of a...
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...