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Bonds and treasuries
US yields may jump back to 4% as SVB rescue reverses haven trade
US inflation data may send traders into another frenzy should prices rise faster than expected.
March 13, 2023
Bonds and treasuries
The treasury market's big recession trade is gathering momentum
The scale of bullishness in the long-end of the bond market right now means that there could be some turbulence for Treasuries.
November 28, 2022
Right Timing
Risk-free rates ease, markets resilient
Risk-free rates continue to ease as Fed rate hike cycle moderates, and markets firm
November 24, 2022