Communicating with animal spirits in the bond market for @business. If you're one of them (or even if not): ascaggs@bloomberg.net. Opinions mine, etc.

Treasuries Pare Gains as Unemployment Rate Drops in August

bloomberg.com — Treasuries pared gains as the unemployment rate fell in August even while the U.S. added fewer jobs than forecast, as traders ponder whether the Federal Reserve will raise interest rates when it meets this month. Yields on U.S.

Treasuries Are the Worst Investment, Except for All the Others

bloomberg.com — Treasuries are cementing their status as the world's market oasis of choice -- at least for investors who aren't stashing their money under the mattress. Even though the Federal Reserve may be on the cusp of raising interest rates, 10-year Treasuries outpaced their Group of Seven peers during the August equities swoon.

It's Official: This Summer Was Busiest Ever for Treasury Trading

bloomberg.com — It's been the busiest June, July and August ever for Treasury traders, judging by transactions on the $12.8 trillion market's biggest electronic trading platform. Thanks to volatile global markets and a shifting outlook for interest rates, there was more trading during the period on ICAP Plc's electronic BrokerTec system than any corresponding stretch in its 15-year history.
Sep 03, 2015

RT @markets: It's Official: This Summer Was Busiest Ever for Treasury Trading bloomberg.com/news/articles/…

Sep 03, 2015

This summer was the busiest ever for Treasury traders -- though you'd need to count algos as traders. bloomberg.com/news/articles/… v @business

Sep 03, 2015

It’s been the busiest June, July & August ever for Treasury traders, based on e-trading numbers. bloom.bg/1JQEocW @alexandrascaggs

Treasuries Pare Gains as Oil Rebound Soothes Inflation Concern

bloomberg.com — Long-term Treasuries pared their gains as a rebound in oil prices relieved some concern about persistently low inflation. U.S. two-year yields rose for a fifth day, the longest streak since June, as futures showed increased chance for a Federal Reserve interest-rate increase in September.

Bond Market Anxieties Divide Wall Street on Fed's Next Move

bloomberg.com — "I always thought the Fed would struggle to raise rates this year," Konstam said in an interview. With China's stock meltdown convulsing markets worldwide and commodities stuck near the lowest levels this century, bond traders pared back their inflation expectations as worries about a global slowdown deepen.
Aug 31, 2015

“The market realizes that if the Fed is really going to go on a tear, the system is going to break and stop them." bloom.bg/1fPXok2

Aug 31, 2015

Wall Street is at odds over Fed timing, thanks to the latest market turmoil. bloomberg.com/news/articles/… v @business

Show 3 more tweets from Paul Cox, Anne Mostue and others...

Treasuries Notes Fall for Third Day on Signs of Stronger Growth

bloomberg.com — Treasury notes fell for a third straight day on a report showing U.S. economic growth exceeded forecasts last quarter and as global stocks rallied. Yields reached the highest in more than a week as traders added to bets that the economy is strong enough to convince the Federal Reserve to raise interest rates as soon as next month, even after the recent global market turmoil.

Market Turmoil Pulls March Into Bond Traders’ View for Fed Move

bloomberg.com — The turmoil in global stocks and commodities has silenced the bond market's Septemberists: Traders now see it as a toss-up whether Federal Reserve officials will raise interest rates in 2015. In a sign that traders see the global economic outlook cooling, a bond-market gauge of inflation expectations over the next 10 years fell to its lowest level since 2009.
Aug 24, 2015

Forget the Sept/Dec debate, the market's split between 2015 & 2016. OK I'm going dancing, good luck Asia. bloomberg.com/news/articles/… v @business

Aug 25, 2015

Traders now see it as a toss-up whether Fed officials will raise interest rates in 2015. bloom.bg/1fC8MzV @alexandrascaggs @SuziAnn2

Aug 25, 2015

RT @LisaAbramowicz1: Traders now see it as a toss-up whether Fed officials will raise interest rates in 2015. bloom.bg/1fC8MzV @alexandrascaggs @SuziAnn2

Aug 25, 2015

RT @LisaAbramowicz1: Traders now see it as a toss-up whether Fed officials will raise interest rates in 2015. bloom.bg/1fC8MzV @alexandrascaggs @SuziAnn2

Show 1 more tweet from Alexandra Scaggs

Blame Wall Street Dealer Retreat on Risk Hangover, Flash Traders

bloomberg.com — Wall Street dealers should blame their financial-crisis hangovers and high-speed traders for the decline in their balance sheets, not just government regulations, Federal Reserve Bank of New York researchers say.
Aug 21, 2015

Wall St dealers can blame risk aversion, high-speed traders for declining inventories bloom.bg/1Ea7J60 via @business @alexandrascaggs

Aug 21, 2015

Who to blame for Wall Street dealer balance sheet decline: bloom.bg/1MD1atX @alexandrascaggs on @LibertyStEcon post

Aug 21, 2015

Wall Street, don't blame regulations for your shrinking balance sheets. Instead, its your crisis hangover (& HFT.) bloom.bg/1Ea7J60

Aug 21, 2015

Seems like "bond-market liquidity-warning backlash" is the new "worrying about bond-market liquidity." bloomberg.com/news/articles/… v @business

Aug 21, 2015

RT @alexandrascaggs: Seems like "bond-market liquidity-warning backlash" is the new "worrying about bond-market liquidity." bloomberg.com/news/articles/… v @business

Show 2 more tweets from Nabila Ahmed, Robert Burgess

Traders Sound Fed Policy-Error Alarm as Inflation Outlook Dives

bloomberg.com — The bond market is sending a warning to the Federal Reserve: a false step could leave the U.S. bogged down in a disinflationary quagmire well into the next decade. The Fed has pumped almost $4 trillion into the financial system through debt purchases and kept interest rates near zero for seven years to help push price gains toward its 2 percent target.
Aug 21, 2015

Bond mkt warns Fed: a false step could leave US in disinflationary quagmire for next 10y bloom.bg/1LnylD6 @TheRealDFK @alexandrascaggs

Aug 21, 2015

Policy error? Disinflationary quagmire? Bond market warning the Fed. bloom.bg/1LnylD6 via @business @TheRealDFK and @alexandrascaggs

Aug 21, 2015

US govt debt is “priced for inflation never to pick up”; bond market suggests "tightening will be a policy error”. bloom.bg/1LnylD6

So Long September: Bond Traders Defer Their Date With the Fed

bloomberg.com — So much for September. Traders gearing up for the Federal Reserve to raise interest-rates next month reversed course Wednesday after minutes from the central bank's July meeting showed policy makers were still waffling on whether the economy is strong enough to warrant higher borrowing costs.
Aug 20, 2015

So Long September: Bond Traders Defer Their Date With the #Fed bloom.bg/1PAjYtD via @business

Aug 20, 2015

So Long September: Bond Traders Defer Their Date With the Fed bloom.bg/1PAjYtD

Show 9 more tweets from Lisa Abramowicz, Robert Burgess and others...
More Articles →
Sep 04, 2015

RT @TheStalwart: Intraday chart of US 2-year yields tells you all you need to know about whether it was a weak or a strong report pic.twitter.com/6xPW9MFngX

Sep 04, 2015

@UMCWill I thought it was only the good ones that did that!


Are You a Journalist?

Make a Portfolio

Create a free Muck Rack account to customize your profile and upload a portfolio of your best work.