10Y bonds S&P 500

I Bet You Care About The Bond Market Now, Don’t You?

Funny what losing $3 trillion will do.

Funny what losing $3 trillion will do.
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3 comments on “I Bet You Care About The Bond Market Now, Don’t You?

  1. Big Stevie

    Great insights. Thanks as always H!

    $3 trillion may have been the first tremor – and indeed there is no easy answer for what’s coming.

    Got bullion?

  2. Jamal James

    The NY Fed still has the 10Y term premium slightly below zero as of Thursday, but the structure is the same as Goldman’s. Given that everyone now expects four Fed rate hikes in 2018, 3.25% on the 10YT by the end of the year is rather conservative. The only way that’s possible is for the term premium to turn around and go well below zero again, thus, requiring that rates vol to pass out drunk again. Is that really going to happen as we pass the 3% landmark?

  3. Should be an interesting week for bonds with the treasury set to sell $258 billion worth of debt this week alone.

    https://www.reuters.com/article/us-usa-auctions/jittery-u-s-bond-market-braces-for-supply-wave-idUSKCN1G20UH

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