Good morning, DXM0 99.735 -0.221 GCM0 1719.4 +12.6 ESM0 2867.00 +14.50 CLM0 25.94 +0.16 The…
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 MoreCommodity Corner: Morning Comments
Good morning, DXM0 99.845 -0.425 GCM0 1706.2 +8.2 ESM0 2933.25 +10.50 CLM0 25.31 +1.17 WASDE…
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 MoreCommodity Corner: Morning Comments
Good morning, DXM0 100.045 +0.283 GCM0 1700.0 -10.6 ESM0 2870.25 +12.00 CLM0 22.95 -1.61 Equities…
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…
Read MoreCommodity Corner: Morning Comments
Good morning, DXM0 99.825 +0.258 GCM0 1705.5 -7.8 ESM0 2863.00 +37.75 CLM0 23.19 +2.80 Optimism…
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