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Category: bunds

‘Marking To Misery’ Bond Rally Goes Mental, As Bund Yields Touch Record Low

May 31, 2019

Where’s the bottom for yields?

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6 Comments on ‘Marking To Misery’ Bond Rally Goes Mental, As Bund Yields Touch Record Low

BTP-Bund Spread Widens As Italy All Set To Try Populist Government, Because What Has Ever Gone Wrong With That?

May 10, 2018May 10, 2018

But don’t get any ideas or Draghi will “rip your eyes out”.

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Keep. It. Together.

April 26, 2018April 26, 2018

K.I.T.

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1 Comment on Keep. It. Together.

Trader Breaks Down Big League Transatlantic Bond Trade

April 26, 2018

“Never forget that Shooter blew a 4 stroke lead on the back nine.”

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A Bit Of Confusion.

April 19, 2018April 19, 2018

Well, that was interesting.

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Steel Yourself.

March 8, 2018March 8, 2018

Headlines aplenty and a man on fire.

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3 Comments on Steel Yourself.

‘It’s Incredible’ – I Think.

January 29, 2018January 29, 2018

Monday, Monday.

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oil10 Comments on ‘It’s Incredible’ – I Think.

One Bank Reveals 7 Key Calls For The New Year

January 3, 2018January 3, 2018

But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…

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oil, OPECLeave a Comment on One Bank Reveals 7 Key Calls For The New Year

Do You Like Your Spreads ‘Obscene’ Or Don’t You?

January 2, 2018

Still a trade worth putting on.

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Byahhhh!

December 19, 2017December 19, 2017

“Screwed you’re.”

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1 Comment on Byahhhh!

On Tuesday’s ‘Relentless’ Bond Selloff…

December 19, 2017

Well, that curve steepening everyone has been waiting for came calling on Tuesday…

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‘Run Screaming For The Hills’: Presenting The Fallacy Of Disaggregation

November 22, 2017November 23, 2017

“Yet, we would argue that the mere fact that investors fail to spot trouble in a single sector should not be grounds for comfort: the reason why no single sector stands out may be that all the sectors are mispriced.”

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3 Comments on ‘Run Screaming For The Hills’: Presenting The Fallacy Of Disaggregation

What’s The Most Expensive Asset This Week?

September 19, 2017

Paging 2 Chainz…

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The Most Overpriced Asset In The World?

September 18, 2017

“…they turned on poor Hugh like a pack of rabid dogs.”

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hedge funds2 Comments on The Most Overpriced Asset In The World?

Presenting: A Crazy Week In Charts

July 28, 2017

Ok, well this was an interesting week…

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3 Comments on Presenting: A Crazy Week In Charts

Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’

July 25, 2017July 25, 2017

“We think the timing would be good for investors too to remember to what they owe their improvement in fortunes”…

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1 Comment on Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’

A Total Return Chart Lesson

July 21, 2017

“The problem that arises is that most traders look at charts that simply ignore this fact. When a new contract takes over as lead month, they simply flip over to the new contract.”

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1 Comment on A Total Return Chart Lesson

Large Block Trade Triggers Bund Rally

July 10, 2017July 10, 2017

Since everyone is laser focused on DM yields and, more specifically, on German bunds and whether we’ll get a repeat of the 2015 bund “tantrum”…

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Ok, So How Much Worse Can This Bund Selloff Get?

July 6, 2017July 6, 2017

“That depends on tactical factors, positioning and valuations”…

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A “Tantrum” By Any Other Name…

June 30, 2017

“The main difference between where we are today and where we were in previous tantrum episodes is positioning”…

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Guest Post: A Bearish Positive Carry Trade

May 23, 2017

“This has long been one of my favourite trades, and even though it has moved my way, I am not taking any off. In fact, now that it is working, I probably should be adding…”

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1 Comment on Guest Post: A Bearish Positive Carry Trade

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