while WE slept: USTs touch firmer, bunds bounce (Lagarde); stayin' long FI, getting short EARL and BIG mkt dislocations...

while WE slept: USTs bid, outpacing and on strong volumes

weekly observations (01.21.25): O/N news? "... peak in “anything but bonds” trade of 2020s..." (and oh, same firm jacks UP yld f'casts...); 10yy from 1870-

while WE slept: USTs 'modestly firmer'; "...Cash saw sharp outflows"; BUY 5s -MS; and "Long Rates Are Too High" -Apollo

while WE slept: USTs touch cheaper after CPI-inspired (relief)BID; CPI rounding exercise, "...Was the S&P 500 just 0.002% away from an unchanged day?" -Bianco

while WE slept: USTs bid into CPI; UPdated yield f'casts; stocks double tops; bonds TO 6.50%?; strong Foreign (PRIVATE)demand for USTs...

while WE slept: USTs steady, risk ON (tariffs story, GAZA, Oil); NFIB spikes; an ode to Ben ...

while WE slept: USTs under pressure (NFP, Oil, China exports); ERP says, "bonds are now more attractive"

weekly observations (01.13.25): "...We raise our interest rate forecast on the back of our revised Fed call..." -everyone (incl JPM); "6th year of 3rd Great Bond Bear Market of past 240 years" -BAML

while WE slept: 'USTs are softer, but...'; payroll data looms, the markets fate it assumes ...

while WE slept: quiet (holiday)mkts; 10s vs 'KEY' level (4.74, 2024 'cheaps'); "Lots of Equity Risk. Not Much Premium" (stocks richest in 22y) & TLT outflows 'tremendous' (but NOT bearish)

while WE slept: USTs cheapening into supply; BBG: "Bond Market Targets 5% US 10-Year Yield", last time yields surged, stocks SANK and "... The most important issue may be the secular trend ..."

while WE slept: USTs leaking higher but 'contained'; "None shall pass..." (10s vs 4.64%?); bankruptcies on rise; #FOMC101 (2025 edition)

while WE slept: USTs MIXED; in uncertain times, avoid stocks, stay in bonds -WSJ; WaPO story on TARIFF MAN; "Why 2025 can be another great year" -DB

weekly observations (01.06.25): NFP precaps, #2025 outlook rehash (BMO), "Treasuries Overvalued" (Ironsides) and...

while WE slept: bonds 'relatively contained'; beware BAMLs "SSI"; "Solid, but slowing" -MS precap of NFP

while WE slept: USTs firm (weak China PMI); 1st 4 trading days=contrarian signal; '25 the, "Year Of The Yield Curve" -Winghart; stocks usually goes up (but usually≠always)

2024: Fed CUTS 100bps, 10s rip 100bps; SURPRISE(s)! UST DEMAND revival (MS); 10s '4.50% +/- 25bps in 2025' -Yardeni and more ...

while WE slept: USTs bull steepen, light volume, w/RM buyin' 20s; 10yr streak; bond vigilantes engaged; a few 'fav charts' and more. happy holidays and new year!

while WE slept: steepening continues; 'For What It's Worth'; SPY/TLT > 50dMA (still); AND from 10s TO 6% to, "...Risk To 3.248/2.514" and more ...

while WE slept: 'USTs are relatively contained'; "FED PLOTLINES"; 'Exp for lwr yields at 2-year low' -FMS; MARG & more

while WE slept: USTs down, moving w/UK, Ger data flow; bonds 'agitated by Fed'; "...Treasury Yields at 6% on Fiscal Risks" -TROW; GROWTH > value; #2025DartBoard

while WE slept: USTs rangebound ahead of PMIs; ... "Inflation Rising Again"; cover indicator ...

weekly observations (12.16.24): #2025 dart thrown by best in show, "Range-Bound, not Forgotten" and "Lament of a Bear" (Rosie)

while WE slept: risk ON, rates cheaper, light volumes; "...most bonkers chart of the year goes to…"; and "Economic Growth Downgraded in 2025" -WFC