Category Archives: Bonds

French Oat-German Bund 10-year Spread

Starting to get interesting.   The French 10-year Oat- German 10-year bund spread widened and closed at its highest level since January 2014 on Friday.  Francois Fillon has dropped like a stone in the past few weeks as the political scandal … Continue reading

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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

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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

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Watch This Space: Oat-Bund Spread

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TOTD: Who Owns The Treasury Market?

(TOTD = Table of the Day)

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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

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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)

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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

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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

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