A note for caution on market-based inflation expectations
Goldman Sachs is out with a note saying that high inflation and high survey-based inflation expectations raise the bar for possible rate cuts this year....
Tag : Note
Two-Year Note Auction Attracts Average Demand
Kicking off this week’s series of announcements of the results of its long-term securities auctions, the Treasury Department on Tuesday revealed this month’s auction of...
US 2-year note auction 3.984% vs 3.987% WI
Results of the sale just after the 1 pm ET deadline. Prior was 4.169% Bid to cover 2.66 vs 2.56 prior I thought we might...
UBS note of caution – says S&P futures & stocks liquidity declines to rarely seen levels
A UBS note highlights that liquidity in S&P 500 futures has dwindled to levels rarely seen since 2020, touching this threshold only four times in...
Why 10-year Treasury note is taking a hit as Germany ramps up military spending
Published: March 6, 2025 at 11:49 a.m. ET Germany is about to enter what its next chancellor, Friedrich Merz, calls a historic “whatever it takes” moment...
Apollo’s Athene Turns to Note Sales as Pension-Risk Deals Dry Up
March 4, 2025 6:00 am ET|WSJ Pro Increased investor appetite for a type of insurer-backed security fueled the expansion of Apollo Global Management annuities provider...
Here is the TD data center note that has everyone buzzing
AI hype and data-center capex have been major market drivers in the past year but there is some angst lately about how much is being...
AUD traders note: Reserve Bank of Australia Governor Bullock speaking on Friday local time
Michele Bullock, Governor; Andrew Hauser, Deputy Governor; Sarah Hunter, Assistant Governor (Economic); and Brad Jones, Assistant Governor (Financial System) will all appear before the Australian...
Ten-Year Note Auction Attracts Modestly Below Average Demand
Continuing this week’s series of announcements of the results of its long-term securities auctions, the Treasury Department on Wednesday revealed this month’s auction of $42...
A point to note about the US CPI report later
This is something Adam mentioned already yesterday here: Warning: There is a January-effect in Wednesday’s CPI report In essence, the seasonal effect is that there...