Another day, another risk on trade. Things are so great, I can’t find enough sunscreen right now to go with…
Read MoreAuthor: Matthew Carinato
volume gone again after a spike Tuesday as we await new 20y Treasury (Wednesday)
After a more active Tuesday with some better volumes, markets have turned quiet thus far for Hump Day, as risk…
Read Morerisk on to start the week, but fixed income holding in for now…. (Monday)
It was a tame weekend and has thus been a very quiet start to the week, although definitely a risk…
Read Morerisk off with post-refunding bid for US long end in quieter night (Thursday)
Markets traded small risk off overnight, but the dour sentiment seems to be picking up some steam into the US…
Read Moreglobal debt issuance finds stellar demand…Powell and US 30y today (Wednesday)
Day 3 of this week’s massive supply in corporate and sovereign issuance globally finds fixed income trading better while equities…
Read Moreanother day, another truckload of supply and some Fed speakers….(Tuesday)
It has been a fairly tame evening leading up to Tuesday, with some early risk aversion (Chinese/US/Australia stories) but better…
Read Moreheavy supply week repricing fixed income, talk China unhappy with US? (Monday)
We kicked a week of large global supply off quietly enough, as one would expect. Global rates under pressure ahead…
Read Moreend of Golden Week sees cash put to work, but risk bid dominates thus far (Thurs)
Let me be the first to celebrate the return of our friends from Golden Week! There was actually thematic flow…
Read MoreRefunding announcement a sobering reminder, after quieter night (Wednesday)
Since it’s Golden Week, waited until after the only relevant data of the day to write. With Japan out (one…
Read MoreBalloon Tuesday for risk? And German court ruling muddies QE in Europe (Tuesday)
Markets trade better to risk on thus far today, albeit with most of Asia out for holiday. Risk assets all…
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