Fixed Income Weekly — 12/4/24

Searching for ways to better understand the fixed income space or looking for actionable ideas in this asset class?  Bespoke’s Fixed Income Weekly provides an update on rates and credit each week.  We start off with a fresh piece of analysis driven by what’s in the headlines or driving the market in a given week.  We then provide charts of how US Treasury futures and rates are trading, before moving on to a summary of recent fixed-income ETF performance, short-term interest rates including money market funds, and a trade idea.  We summarize changes and recent developments for a variety of yield curves (UST, bund, Eurodollar, US breakeven inflation, and Bespoke’s Global Yield Curve) before finishing with a review of recent UST yield curve changes, spread changes for major credit products and international bonds, and 1-year return profiles for a cross-section of the fixed income world.

Our Fixed Income Weekly helps investors stay on top of fixed-income markets and gain new perspectives on the developments in interest rates.  You can sign up for a Bespoke research trial below to see this week’s report and everything else Bespoke publishes for the next two weeks!

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The Closer – GDP, PCE, Data Deluge, 7y Sale – 11/27/24

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we break down today’s second reading on Q3 GDP (page 1) then move on to a review of the deluge of other data points released today including personal consumption expenditures price index data (page 2), personal income and spending (page 3), MNI Chicago PMI (page 3), and October durable goods data (page 3). We also break down another strong UST auction from this afternoon (page 3).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!