
Daily commentary
June 27, 2025Daily commentary
July 2, 2025
Daily commentary
June 27, 2025Daily commentary
July 2, 2025News
May 27, 2025
Daily Comment of 03 July 2025.
Midday session that ends the week with a much better than expected jobs report, generating significant declines in the treasury curve that had a bear flattener (+9bps short yields and +6bps longs) as the expectation of rate cuts by the Fed was reduced to -50bps again, being the first cut between September and October and the next one in December. Equities rose for the same reason, with the Nasdaq gaining 1% and the S&P500 0.8%, following rises in Europe and mixed results in Asia. In commodities, there were no major movements, with mixed results of less than 1% in the main items. VIX fell to 16.4.
Latin American credits with very limited volumes and movements of +-0.15pts.
