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US Treasury (10 Yr Generic) (GT10 GOVT)

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bullishMacroeconomics
22 Jan 2024 09:24

US Inflation Watch: Methodology Matters – Upside surprise in PCE according to CPI?

Granted, methodology does not have a very sexy ring to it, but a return-making edge may be hidden in the details. In this untraditional edition of...

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20 Jan 2024 04:58

Pause/Pullback Underway; Downgrading Europe and Mexico; Buys in Services, Tech, Comm, Healthcare

Pause/pullback underway in $ACWI, but as long as the $DXY remains below $106, the 10-year Treasury yield remains below 4.35%, and $ACWI is above...

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18 Jan 2024 09:53

USD Liquidity Watch: Treasury Selling Due to Bank Reserves Influx?

There are signs of increasing liquidity stress in US Treasury markets again, but how is that possible during a regime of increasing bank reserves...

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17 Jan 2024 16:10

EUR-Flation Watch: Why the ECB Is off by Miles in the Q1 Forecast

After having updated our models, we see March HICP printing at 1.84% versus ECB at 2.9% (Q1-average) and a market pricing of 2.25% (or thereabout)

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16 Jan 2024 08:32

Positioning Watch – Where to Find Value Currently

Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...

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