The BondBeat
steveUS RATES within a global MACRO focus
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 900 | Subscribers | Read | thebondbeat.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
while WE slept: USTs trackin' Gilts, Bunds lower on avg volumes o/n; "...Rates Matter Again for Equities" -MS (who's also updated 2024 econ outlook...)
Good morning … Longtertrneds CHARTS review offered one which caught MY eyes …
weekly observations (04/15/24): global wall's calls TRUMPED by the news, "Iran seizes cargo ship in Strait of Hormuz after threats to close waterway"
Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends note…
while WE slept: USTs higher, belly BID (middle east tensions flare) on strong volumes; Williams still sees them as 'bumps' (and so, SSGAs 50bps rate cut comin'?); demark 13 s/t exhaustion (10yy)
Good morning … NOT a bank earnings analyst so I’ll begin with an excerpt from a Goldilocks desk note …
while WE slept: USTs mixed/steeper on strong volumes (so, indecision?); June too soon! (updated calls); 10s biggest move since 9/22/22 and more ...
Good morning and now we know … we just yesterday witnessed the moment in time whereby the narrative shifted (again) from when not IF TO IF, not when.
Authors
The writers behind this newsletter.
(former independent) Rates Strategist, generalist (aka 'macro tourist') | views and opinions expressed are my own and are NOT any sort of endorsement or recommendation
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