September 2, 2025
Stocks add to bond slide as 30-year yield nears 5% Wall Street started September on a sour note, stocks down amid heavy corporate debt selling and budget concerns in the developed world. Gold hit an all-time high...
September 1, 2025
During the week, U.S. Treasury yields retreated as investors processed the most recent comments from monetary policymakers, as well as the latest corporate reports from the second quarter earnings season....
policymakers, as well as the latest corporate reports for the second quarter earnings season....
August 29, 2025
Wall Street traders drove the market lower amid a selloff in technology stocks that have driven the rally following April's crisis. This despite inflation data that did little to alter bets on rate cuts by the Federal Reserve....
August 28, 2025
The S&P500 touched 6,500pts for the first time in history after a slightly positive close of U.S. indices, in a session of gains in major global assets. In fixed income, treasuries had a bull flattener, with long bonds rising (-5bps) and shorts flat...
August 27, 2025
Wall Street traders pushed stocks higher ahead of results from Nvidia Corp. - the latest of the "Magnificent Seven" mega-caps to report.
With earnings from the world's most valuable company coming soon, the S&P 500 rose as Nvidia recovered from session lows....
August 26, 2025
Trump said he will fire Fed Governor Lisa Cook over document forgery, which is expected to be a major legal war given the lack of precedent for firing a Fed governor; however, short treasuries rose (yields -5bps) and longs were unchanged. In equities...
August 25, 2025
The treasury curve gave back some of Friday's advance, rising 3-4bps in yields, along with a 5-8bps rise in Europe. Equities rose in Asia, but fell in the US and Europe on a day of low volume. On the commodities side, energy rose 1.5%, while metals and agriculture fell slightly...
August 25, 2025
During the week, U.S. Treasury yields retreated as investors
U.S. Treasury yields retreated as investors processed the latest comments from monetary policymakers and the latest news related to the second quarter earnings season...
August 22, 2025
Powell was accommodative in his remarks at Jackson Hole, opening the possibility of a 25bps cut in September that sent the market into euphoria, leading to a nearly 2% rally in equities and an advance across the treasury curve, particularly short bonds that fell 10bps in yields (-4bps for longs)...