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Category Archives: Bonds
French Oat-German Bund 10-year Spread
The spread on the French 10-year and German 10-year widened almost 10 bps this week and is now approaching 2014 highs. François Fillon prospects in the betting markets dropped like a stone in the past week over the scandal his … Continue reading
Posted in Bonds, Euro, German Bund, Germany
Tagged 10-year Oat Bund spread, Frnace election
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What’s Behind the Gold Rally?
Short covering in the bond market. Don’t believe it? Check out the chart below. Gold is up 7.7 percent since the December 15 low the same day the 10-year Treasury yield peaked at 2.60 percent. Why are Treasuries rallying? … Continue reading
Bond Market Conundrum 2.0? And U.S. Treasuries Held By Foreigners
The ginormous table below of foreign holdings of U.S. Treasury securities compliments Friday’s post, TOTD: Who Owns The Treasury Market? First some background, a few caveats about the data, some thoughts on how the U.S. became so dependent on foreign financing … Continue reading
Watch This Space: Oat-Bund Spread
Posted in Bonds, Eurozone Sovereign Spreads, Uncategorized
Tagged France, Germany, Oat-Bund Spread
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TOTD: Who Owns The Treasury Market?
(TOTD = Table of the Day)
Quote of the Day: Bond Market Nutcracker
So while the technically-driven surge in equities may be over, a historic short squeeze in Treasuries may be about to unfold, as according to DB calculations, shorts in bond futures the largest in over 6 years with positions short across … Continue reading
Flat markets – FT
The S&P 500 is flat for the year, and the yield curve is flattening. John Authers tries to explain why. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)
Posted in Bonds, Equities
Tagged FT, Global Equities, John Authers, S&P500, Yield Curve
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Dark pool trading in bond markets – FT
Trading in so-called ‘dark pools’ is a controversial feature of equities markets. Seth Merrin of Liquidnet tells Philip Stafford, editor of FT Trading Room, why the concept is now coming to corporate bonds. Filmed by Rod Fitzgerald. Edited by Paolo … Continue reading
Allianz — credit bubbles have to burst – FT
In this week’s View from the Top Alistair Gray, the FT’s insurance correspondent, talks to Allianz’s chief executive Oliver Bäte about ultra-low interest rates, asset bubbles, M&A activity and Pimco after the departure of Bill Gross. For more video content … Continue reading
An inexplicable bond sell off – FT
Two-year Treasury yields have hit their highest yield in more than four years, on an apparently quiet day. John Authers explains why reduced liquidity has fuelled fears over what might happen when the Federal Reserve raises rates. ► Authers’ Note: … Continue reading
Global Macro Monitor 