par admin | Août 31, 2018 | commentaires, Uncategorized
Market Update Tsys higher on risk off, yields 2-3bps lower across the curve with mkt focus on trade with reports Nafta talks between the US/Cda have stalled, meanwhile European stocks lower (Stoxx -1.0%) after Trump’s decision to follow through on $200bln in tariffs...
par admin | Août 30, 2018 | commentaires, Uncategorized
Market Update Tsys paring earlier losses, now slightly higher before PCE data, 10Y 2.877 (-0.7bps), lagging the move higher in core EGBs. Bunds rallied on regional inflation data, Turkish Lira fell to two week low, EU peripheral spds wider. US equity futures lower,...
par admin | Août 29, 2018 | commentaires, Uncategorized
Market Update Tsys trades mixed on narrow range, long end outperforming, decent volume due to ongoing Sep/Dec roll action ahead Dec taking lead contract Fri, pace of roll should start tapering off today after huge jump Tuesday. Q2 GDP revised up to +4.2% SAAR vs +4.1%...
par admin | Août 28, 2018 | commentaires, Uncategorized
Market Update US tsys moving lower, 10Y 2.86 (+1.5bps), curve steepening, heavy volume in TY futures on roll (960k), weaker after stronger Wholesale inventories/Trade Balance data. ‘Risk on’ as the Turkish Lira pares losses, USD weakening, US equity futures higher,...
par admin | Août 24, 2018 | commentaires, Uncategorized
Market Update Tsys trading close to unch, in narrow overnite range, 10Y 2.83%, on above avg volume (~390k TY futures), thou the Sep/Dec roll accounting for much of the vol. Core EGBs weaker, with Italian BTPs weaker despite news Trump offered to buy Italian bonds...
par admin | Août 23, 2018 | commentaires, Uncategorized
Market Update Tsys trading unch to slightly lower at the front end, 10Y 2.82%, narrow range in TY futures o/n on abpve avg volume (385k). Second tier data today: claims and FHFA home price. Focus on Jackson Hole and Fed chair Powell testimony Friday morning. Core...