Where’s the bottom for yields?
Category: bonds
The ‘Marking To Misery’ Trade Has Accelerated
It’s now exceedingly difficult to ignore what bonds are trying to “say”.
Month-End Rebalancing Hopes And Fed Pricing As ‘Just Another Measure Of Market Fear’
Assuming Trump can abstain from further trade escalations for a couple of days, “all else” might in fact turn out to be “equal.”
Markets Eye December Circuit Breaker To Save Stocks From ‘Massive’ 4% Monthly Slide
It’s worth mentioning, but curb your enthusiasm.
This Bond Love Affair Is ‘Combustible’ And It ‘Could Get Weird’, Nomura’s McElligott Warns
It’s the damndest thing.Â
Don’t Fight The Rate-Setters? Or Are Stocks ‘The Real Aberration’?
“The reality is”…
Deutsche’s Kocic: ‘Rates Gamma Is Still Not Relaxing’, Here’s Why
“…this is a possible continuation of the March episode.”
Huawei Blackballed And The Return Of Raging Rates Moves: A Macro Odyssey
Good luck sorting out what’s in the driver’s seat.
‘Growth Scare 3.0’ And The ‘Largest Cross-Asset Vol. Risk’
So, fear the “rogue” inflation upside surprise, one supposes.
BofA: ‘Yield-Curve Inversion Is No Longer A Reliable Signal For Recession’
This time really is different, apparently.
Data Dependent: Full Week Ahead Preview
Good news is good news (again), but that means the flipside holds, too.
‘Apocalypse Postponed’
But for how long?
Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’
The debate continues…
‘NIRP Mania’ And A Record Streak Of Negative Data Surprises
More bond markets “gone mad”.
Adios Muchachos?
“…the speed of the recovery and the resulting moderation in volatility have been impressive.”
Nomura’s McElligott: ‘Carry Mania’ Is Back As Central Bank Vol. Suppression Returns ‘With A Vengeance’
“It all comes down to the renewed ‘Carry is King’ worldview in light of central banks being scared of their own shadows.”
April Fools And The Teleportation Of Volatility
Is the kind of euphoria we saw on Monday justified?
On Simultaneous Surges.
When it all goes right.
‘It Depends On How The Jaws Close’: What Goldman’s Clients Are Talking About This Week
Rates, the economy and the prospect of an “earnings recession.”
The Gamma See-Saw: Deutsche’s Kocic Explains This Week’s Biggest Market Story
“…a distinct déjà vu vibe.”
Win, Lose Or ‘Pause’: Waterboarding History
“If history hasn’t ‘talked’ by now”…
When Bond Markets ‘Go Mad’
“The difference, of course, being that the all-knowing property of stocks has now moved to bonds.”
‘The Next Phase Of The Ice Age May Have Arrived’: Albert Edwards Revels In ‘Explosive’ Bond Rally
“Bond rally and curve inversion confirms Ice Age thesis is alive and well.”
‘Feel The Market’.
Bullet dodge?
‘The Salamander’s Tail (Risk) Has Regenerated!’, One Bank Literally Shouts
“…we are old, indebted and unequal”.
‘Crazy, Raging’ Rates Moves Set To Spook Risk Assets Again
“Foaming at the mouth”.
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