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Income Report Card | July 31, 2017

Posted on July 31, 2017

The 10-year Treasury rate rose, ending the week at 2.32%. This week did see a push higher in many of the reflationary sectors that dominated the early part of the year. Should this trend continue, we expect rates to break out of the recent trading range. See the data

Correlation | July 27, 2017

Posted on July 27, 2017

Correlations among asset classes increased over the short term, which may indicate a renewed strength in macro issues likely stemming from broad based signaling of increased rates. While rates didn’t move very much over the past week, we think the overall range of trading will signal to markets what sort of macro events are driving […]

Income Report Card | July 25, 2017

Posted on July 25, 2017

The 10-year Treasury yield dropped to 2.27%. Over the past week, duration outperformed credit, continuing a streak for government bonds outperforming credit. There isn’t a very clear path for rates as they stay at the top end of the current range. We think any changes in this range will help develop a better understanding of […]