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The BondBeat

steve

US RATES within a global MACRO focus

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Latest Issues

while WE slept: USTs bid; layoffs RISE (AI), most since 2020; "The Quiet Erosion Beneath U.S. Growth" -BeachBoys; #GotSpaceX?

Good morning …

Equity futures MIXED (S&P lower, snapping win streak), bonds steady / bid as EARL LOWER on Lebanon / Israel ceasefire … Look kids, Big Ben. Parliament!

June 4, 2026 at 12:30 AM EDT
Bloomberg: Oil Drops as Isr...

6 days ago
6
1

while WE slept: USTs 'offerish'; #Got30s? mmkt MF assets record high; BONDS, BOMBS & BULLS, oh my ...; THE elephant in the room ...

Good morning …

Equity futures drop (NOT NAZ), bond yields pop as EARL cause of all the slop …

NYPOST TRUMP INTERVIEW … SoH closed THRU Labor Day??

…He even said it’s possible the US naval blockade around the waterway wi...

7 days ago
6
1

while WE slept: USTs bid, belly underperforms as EARL and JGBs lead; #Got5s? S&P 2m RoC +16%, what next (DB on dislocations)

Good morning …

Equity futures SLIDE, bonds BID as EARL SLID …

… AND a few thoughts …

Belly underperforming (so says morning squawk folks) and upon closer inspection, does appear to be a warning sign flashing …

5yy DAI...

8 days ago
6

while WE Slept: USTs bid fades as EARL pops; #Got10s? 2s?; JPOW warns; 1999 meets 1990 (DB); what happens when I A$$ume

Good morning …

Equity futures rise, bond YIELDS rise and as EARL pops, too …

CNBC: Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

CNBC: Fed’s Powell warns Trump’s political ‘st...

9 days ago
7
1

weekly observations (06.01.26): #Got10s? #Got30s? along with couple MONTHLY charts; "Bonds, Bulls, Bears & Beach Season"

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

10yr yield vs 4.44% — triangulated support, noted yesterday — is where I’m...

11 days ago
9
1

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  • 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

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