Hints and tips:
...“People don’t want to hold bonds because of the uncertain outlook with regards to inflation” said Lyn Graham-Taylor, a senior rates strategist for Rabobank....
...“People have been quite taken aback over the past two weeks, the spread crossed 1.5 percentage points and since then it’s just been in freefall,” said Lyn Graham-Taylor, a senior rates strategist at Rabobank...
...“People don’t want to hold bonds because of the uncertain outlook with regards to inflation,” said Lyn Graham-Taylor, a senior rates strategist for Rabobank....
...“Global yields have been moving together since Friday’s payroll data,” said Lyn Graham-Taylor, a rates strategist at Rabobank....
...Lyn Graham-Taylor, a senior strategist for Rabobank, said sterling had failed to strengthen because “rate rises are not a function of economic strength — they are a function of inflation being worse in the...
...“The message that is coming is pretty clear” said Lyn Graham Taylor, a senior rates strategist at Rabobank....
...“We have an inflation problem that is not associated with economic growth,” said Lyn Graham-Taylor, a senior rates strategist for Rabobank....
...“I think it’s fair to say the market is pricing in too many rate hikes for the BoE,” said Lyn Graham-Taylor, a senior rates strategist at Rabobank....
...Graham-Taylor at Rabobank....
...The diverging moves in Treasuries signal that markets expect the Fed “is going to have to cause a recession to bring inflation under control”, said Lyn Graham-Taylor, senior rates strategist at Rabobank....
...“This isn’t really a game changer for the market,” said Lyn Graham-Taylor, a rates strategist at Rabobank....
...Low summer trading volumes exacerbated the moves in gilts, said Lyn Graham-Taylor, rates strategist at Rabobank. “Gilts have sold off more than I’d expected given the news....
...“[There’s] large pricing moves on not a lot and you also get a bit of dislocation,” said Lyn Graham-Taylor, senior rates strategist at Rabobank....
...“The US doesn’t have quite as acute an energy issue as the UK,” said Lyn Graham-Taylor, senior rates strategist at Rabobank, adding that the Bank of England finds itself having “to sacrifice the economy”...
...Lyn Graham-Taylor, a Rabobank senior rates strategist, told FT Alphaville: It’s not permanent. But it’s probably a bit more complicated than just being tied purely to Liz Truss....
...“For Fed officials, there is as yet no evidence to suggest the latter concerns are outweighing the former,” wrote Richard McGuire and Lyn Graham-Taylor at the bank....
...There are encouraging signs that the wine world is slowly becoming more diverse — not least the success of the recently awarded Taylor’s Port Golden Vines Diversity scholarships....
...“The catalyst for these moves appears to have been a sudden rout in bitcoin,” wrote Richard McGuire and Lyn Graham-Taylor, rates analysts at Rabobank, in their regular note the following day....
...“Back in the day, an order book was viewed as a reasonable gauge of demand,” said Lyn Graham-Taylor, senior rates strategist at Rabobank....
...Eurozone yields were unlikely to rise much from here given the ECB is in effect promising investors it will do as much, or as little, bond buying as is necessary to hold down borrowing costs, said Lyn Graham-Taylor...
...“You’ve had a bit of a sell-off [on Treasuries] over the past week, so I think it’s natural you see some consolidation,” said Lyn Graham-Taylor, strategist at Rabobank....
...“You can’t help feeling this would look different if Draghi was still in charge,” said Rabobank strategist Lyn Graham-Taylor....
...“When Bund yields are so low, investors are forced to go up the risk spectrum for returns,” said Rabobank strategist Lyn Graham-Taylor....
...Barring the return of political risk to markets, the rush is likely to continue, according to Rabobank strategist Lyn Graham-Taylor....
...“It’s quite difficult for investors these days to get bonds in large volumes, so a syndication like Spain’s is quite attractive,” said Rabobank strategist Lyn Graham-Taylor....
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