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Bonds Analysis & Opinion

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ING Economic and Financial Analysis
Rates Spark: Steepening From the Back End – More to Come By ING Economic and Financial Analysis - Jan 17, 2024

By Benjamin Schroeder Markets continue to discount early rate cuts, but central banks are pushing back against premature cuts and stressing the data-dependent approach. Long-end rates continue to...

ING Economic and Financial Analysis
Rates Spark: The ECB Pushes Back By ING Economic and Financial Analysis - Jan 16, 2024

By Benjamin Schroeder EUR curves bear flattened at the start of the week with the European Central Bank leaning against aggressive market pricing. The message remains consistent – much of the...

ING Economic and Financial Analysis
Rates Spark: The Side Effect of Weighing the Scenarios By ING Economic and Financial Analysis - Jan 10, 2024

By Benjamin Schroeder 10Y Bunds got pushed back to 2.2% but still struggled to move past that hurdle despite a heavy supply slate. The same goes for the 10Y UST at 4% ahead of tomorrow’s...

TrackInsight
Risky Bonds Back in Favor By TrackInsight - Jan 03, 2024

U.S. Treasuries ended the year roughly at the same place they began, concealing some wild moves for the 10-year benchmark in 2023. Its yield remained virtually unchanged year-over-year, at 3.88%. Yet...

TrackInsight
Treasury Yields Slide Again After Fed’s Pivot By TrackInsight - Dec 18, 2023

On Wednesday, the Federal Reserve maintained its key interest rate unchanged for the third consecutive time. As inflation subsides and the US economy remains resilient, the Federal Open Market...

ING Economic and Financial Analysis
Rates Spark: Already Overshooting to the Downside By ING Economic and Financial Analysis - Dec 15, 2023

By Benjamin Schroeder What a week it's been. Central bank anticipation first. Then, evidence of a holiday party at the Fed. Followed by failed attempts from Frankfurt and London to poop that party....

ING Economic and Financial Analysis
Rates Spark: Does the Fed Know Something We Don’t? By ING Economic and Financial Analysis - Dec 14, 2023

By Benjamin Schroeder The surprise from the FOMC was partly the extra 25bp implied cut added to 2024, but it was more the lack of pushback from Chair Powell on the 2024 rate cut narrative. He almost...

ING Economic and Financial Analysis
Rates Spark: There Is Still a Job to Get Done By ING Economic and Financial Analysis - Dec 13, 2023

By Benjamin Schroeder Market expectations of policy easing for the next year are about to get tested tonight with the Federal Reserve likely to signal that there is still a job to get done....

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