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ING Economic and Financial Analysis
Rates Spark: Effective Pushback Looks Different By ING Economic and Financial Analysis - 8 hours ago

By Padhraic Garvey & Benjamin Schroeder Rates continue to push lower after a soft 7-year US Treasury auction as Federal Reserve officials offer little pushback against the market's pricing of rate...

ING Economic and Financial Analysis
Rates Spark: Looking Down, Just About By ING Economic and Financial Analysis - Nov 28, 2023

By Padhraic Garvey & Benjamin Schroeder Nothing like a few auctions to help test the temperature. Yields sailed lower yesterday through the 2-year and 5-year UST auctions, which did not help their...

ING Economic and Financial Analysis
Rates Spark: Feeble Pushback By ING Economic and Financial Analysis - Nov 24, 2023

By Benjamin Schroeder Markets are clearly eyeing the turn of the rate cycle, but amid central banks’ 'high for longer' messaging and data releases, volatility remains elevated. Add to that the...

ING Economic and Financial Analysis
Rates Spark: Back to Competing Narratives By ING Economic and Financial Analysis - Nov 17, 2023

By Benjamin Schroeder and Padhraic Garvey While the market is clearly eyeing a change in the rate cycle, 10-year UST yields are still fighting a battle along the 4.5% area, with the deficit-induced...

ING Economic and Financial Analysis
Rates Spark: Shifting the Rate Cycle Discount By ING Economic and Financial Analysis - Nov 15, 2023

By Padhraic Garvey & Benjamin Schroeder How convinced are we that the Fed has peaked? You can never be 100% sure on this, but the odds firmly favor the view that they’re done. That places...

ING Economic and Financial Analysis
Rates Spark: CPI Improvements By ING Economic and Financial Analysis - Nov 14, 2023

By Benjamin Schroeder and Padhraic Garvey The tension between markets eyeing a change in the rating cycle discount and central banks pushing back should raise volatility. Today's US CPI can provide...

ING Economic and Financial Analysis
Rates Spark: The 4.5% Line in the Sand Is Breached By ING Economic and Financial Analysis - Nov 09, 2023

By Padhraic Garvey The US 10-year auction tailed, but the bond bulls don't seem to care. It looks like the market is playing with a change in the rate cycle discount. It's not illogical, but likely a...

ING Economic and Financial Analysis
Rates Spark: Supply Test Ahead By ING Economic and Financial Analysis - Nov 08, 2023

By Padhraic Garvey As we hold above 4.5% for the US 10-year, the immediate issue is 10-year and 30-year auctions. Beyond that into next week, prepare for a big drop in US headline inflation. Then...

ING Economic and Financial Analysis
Rates Spark: US Jobs Data Can Be Key By ING Economic and Financial Analysis - Nov 03, 2023

By Padhraic Garvey and Benjamin SchroederThe Rally In Long-End Rates Extended With the Curve Flattening AcceleratingOverall, we have now seen a drop of close to 30bp in 10-Year and longer yields over...

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