Oct 13, 20232 min readWeekly Stories by FathomGood morning. The past week has been intense in terms of market action, notably in long rates. Following a quarterly sell off, 10y rates...
Oct 5, 20232 min readWeekly Stories by FathomGood morning. As we discussed over the past month, the prevailing themes in the markets continue to be the bear steepening of the yield...
Sep 29, 20232 min readWeekly Stories by FathomIn the wake of recent decisions and statements from important central banks, we've witnessed a sharp repricing of risky assets over the...
Sep 15, 20232 min readWeekly Stories by FathomThe ECB delivered what many commentators described as a dovish hike, meaning that after 10 consecutive rate increases and with the depo...
Sep 7, 20232 min readWeekly Stories by FathomAfter the long weekend, investors came back to manage a flurry of corporate bond issuance (35b) in the past 2 weeks and after the August...
Aug 31, 20232 min readA sense of the world's current stateGood morning! It seems like this week is bringing back some activity as people are returning to their desks and getting a sense of the...
Jul 19, 20232 min readThe inflation numbers from the US last week added fuel to the risk-on sentimentThe inflation numbers from the US last week added fuel to the risk-on sentiment, as it indicates that the Federal Reserve is getting...
Jun 28, 20235 min readWeekly Economic and Market Review: 23 June 2023The major indexes were lower in a holiday-shortened trading week as the S&P 500 ended a five-week streak of weekly gains, and the Nasdaq...