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Rates Commentary

Monday Minutes With Gregory Faranello, CFA | May 13, 2024

May 13, 2024
The BOJ cuts back on bond purchases, the Fed paring back on runoff. It’s a dynamic pocket of central bank policy. One which requires careful...
 

Rates Commentary

Monday Minutes With Gregory Faranello, CFA | May 6, 2024

May 6, 2024
"Last week was very dynamic for markets. A combination of Fed Chair Powell raising the bar for potential rate hikes and tempering economic data has...
 

Rates Commentary

Our Head of US Rates Gregory Faranello, CFA Joins Mornings with Maria...

May 1, 2024
Our very own Head of US Rates, Gregory Faranello, CFA, joined Maria Bartiromo in the Fox Business Network studios for the “Market Check” segment...
 

Rates Commentary

Fed Preview with Co CEO Michael Naidrich, Stephen Haas, and Head of...

Apr 30, 2024
2024 started with the market expecting 6 rate cuts. New economic data points to 2 or less between now and the new year, how will the Fed move...
 

Rates Commentary

High Yields Lure Buyers as US Sells $180 Billion of Treasuries

Apr 24, 2024
“It is still an uncertain environment for adding duration despite the higher yield levels with nominal GDP running in the range of 5%,” said...
 

Rates Commentary

Monday Minutes With Gregory Faranello, CFA | April 22, 2024

Apr 22, 2024
"The Fed enters their blackout period with an amazing shift in narrative and clear message to markets. Of late, financial conditions tightening with...
 

Rates Commentary

U.S. Data Could Still Spark The Prospect Of Another Hike –...

Apr 16, 2024
If data keep pointing to hot economy and inflation, "we likely continue to price out any remaining rate cuts," AmeriVet's Gregory Faranello says...
 

Rates Commentary

Monday Minutes With Gregory Faranello, CFA | April 15, 2024

Apr 15, 2024
US rate markets are reversing course after a small safe-haven trade on Friday following a very robust retail sales number this morning. We are...
 

Rates Commentary

Treasuries Surge as Middle East Tension Stokes Demand for Havens

Apr 12, 2024
The bond rally “is a combination of oversold market conditions and Treasuries being seen as a haven going into the weekend,” said Gregory...
 

Rates Commentary

Pro Playbook: Inflation redux?

Apr 11, 2024
Fed Chair Jerome Powell's remarks in December about a central bank policy pivot “got markets really, really excited toward the end of 2023,”...