The MacroView Bond Group @MacroviewBG
Individual Fixed Income Strategies Tailored To Any Investor Tweets should not be considered investment advice macroviewbg.com Bethesda, MD Joined November 2018-
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From @erickazatsky - despite the recent pop in rates, US real yields, continue to hang near all-time lows. Could this be a head fake in yields or is it a sustained leg higher?
30-year yield just keeps going 👀
With the Fed Meeting and press conference today, we should get further indication about the timing of the first rate hike in this cycle. Inflation and growth have picked up in 2021 and rate hikes should follow by late 2022/early 2023
Bond performance was mixed in August as growth concerns weighed on markets. The Fed provided clarity on its next policy move. Read MBG’s in-depth fixed income market review for August 2021: macroviewbg.com/archives/3552
After today’s softer than expected CPI report, upside momentum in inflation appears to be slowing down. @GoldmanSachs projecting even lower prices in the future following the recent surge.
From @PiperSandler – markets will undoubtedly be closely watching August CPI report due tomorrow AM. Tends to move closely with ISM prices index, which suggests price pressures may have peaked
Soft headline number and overall mixed jobs report has the 10-year Treasury a few ticks higher around 1.33% this morning. Timing of Fed taper likely pushed back on this news
After comments from the Fed at Jackson Hole, the market is now pricing in the first rate hike by early 2023 with two rate hikes by the end of the year. Important jobs report tomorrow could be another catalyst for tighter monetary policy
Treasuries rallied for most of July despite upbeat economic data and an improving labor market. The Fed continues to mull over the timing of asset purchase tapering. Read MBG’s in-depth fixed income market review for July 2021: macroviewbg.com/archives/3421
A mixed month of economic data in May put less pressure on the Fed to raise rates, providing support for bonds during the month. Read MBG’s in-depth fixed income market review for May 2021: macroviewbg.com/archives/3220
Interest rates took a breather in April after rising sharply in Q1, and fixed income markets gained during the month. Read MBG’s in-depth fixed income market review for April 2021: macroviewbg.com/archives/3061
Another tough month for fixed income investors as interest rates continued their modest climb higher. Read MBG’s in-depth fixed income market review for March 2021: macroviewbg.com/archives/2948
Q1 2021 was tough for any fixed income investor as interest rates rose sharply. Treasuries and corporates felt the most pain while high yield and municipals performed well on a relative basis. 3 straight negative months for the AGG which finished the quarter down over 3%
From @GoldmanSachs - last week’s Fed output was quite dovish and Fed fund futures are pricing in first rate hikes beginning in early 2023. Fed providing plenty of runway as the economic recovery continues.
Inflation fears and rising interest rates plagued fixed income markets last month. Read MBG’s in-depth fixed income market review for February 2021: macroviewbg.com/archives/2792
From @Piper_Sandler – as Treasury yields continue to rise, most recent move driven by surging real interest rates. While improving economic outlook is undoubtedly a positive, fixed income markets and risk assets selling off sharply as this news is digested
👋 to my new followers who now care about bonds Here's my column on one of the wildest days in the Treasury market in recent memory. bloomberg.com/opinion/articl…
Treasuries certainly grabbing fixed income headlines in early 2021- 30-year yield closed above 2% for first time in over a year. Meanwhile, muni demand continues to outstrip supply as yields have fallen in this sector YTD. Relative value in municipals getting harder to find
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