Reletter
Artwork for The BondBeat

The BondBeat

steve

US RATES within a global MACRO focus

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues1528Founded5 years agoLast Issue5 days ago
Active

Read this Newsletter

thebondbeat.substack.com
Artwork for The BondBeat

Latest Issues

while WE slept: USTs soft; #Got10s? "...We expect UST 10Y at 4.2% by 2Q27..." -MS; "Why Bother with Bonds?" -DATATREK answers...

Good morning …

Equity futures MIXED, EARL unch and bond yields tick higher

CNBC: Iran warns U.S. of Hormuz ‘red line,’ says it will retaliate to Trump’s strike threats

CNBC: SK Hynix shares plunge over 11% as Asia sees t...

5 days ago
8

while WE slept: USTs struggle; #GotBONDS? Gundlach (& HIMCo) bearish; Big Blue's worst day in 50yrs? "...mission accomplished, everything is swell – that is not my view..."-KWarsh on CPI

Good morning …

Equity futures lean green (semis), rates struggle and EARL rises (strikes continue)

CNBC: ASML rises 4% after hiking sales forecast for second time this year on strong AI chip demand

… AND just a few though...

6 days ago
7
1

weekly observations (07.13.26): #Kentland; #GotBONDS #Seasonals; less guidance = more demand for 'precautionary cash'; stay IN 2s10s flatteners or 7s30s steepeners; some steepening hay put in the barn

Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends note …

Ah, the good ‘ole days are HERE once again …?

WASHINGTON — Kentland F...

10 days ago
12
2

while WE slept: USTs little changed; #GotBONDS? declining participation rate = rate CUT? Noise vs. fundamentals ...

Good morning …

Equity futures MIXED, Earl DRIPS and bonds either side UNCH …

CNBC: Meet SK Hynix, the trillion-dollar South Korean chipmaker debuting on U.S. markets

CNBC: World oil demand set for first annual decline si...

11 days ago
9

while WE slept: Yields following EARL; #Got10s? meet the new narrative, same as the old; uncertainty back on rise, impact on midterms; watch REALZ; 'premature disinflation'

Good morning …

Equity futures HIT (“I think <ceasefire> over”), EARL LIT and bonds QUIT

BBG: Trump Says US Ceasefire With Iran Is ‘Over’ After Strikes
CNBC: Oil SURGES ~6% …
CNBC: Trump says he doesn’t want anything to...

13 days ago
10

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for The BondBeat.

SubscribersEngagement79Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • steve

    (former independent) Rates Strategist, generalist (aka 'macro tourist') | views and opinions expressed are my own and are NOT any sort of endorsement or recommendation

  • Frequently Asked Questions

    How can I access the email archive for The BondBeat?

    You can find recent issues that have been published by The BondBeat on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does The BondBeat have?

    To see how many people subscribe to The BondBeat, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in The BondBeat?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch The BondBeat as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like The BondBeat?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact The BondBeat using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to The BondBeat?

    Scroll up to where it says Related Newsletters to see other publications like The BondBeat. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact The BondBeat?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.