fixed income
Fixed-income commentary was dominated by a sharp sell-off, rising yields and questions over when buyers will return. Joseph Wang described weakness across Treasuries, corporates and mortgages, while Matthew Johannes said agency MBS had become cheap but macro uncertainty and convexity-related selling were keeping investors cautious 41. Views diverged sharply: Lance Roberts saw 5% Treasury yields as attractive for income portfolios, whereas Michael Pento warned of worsening credit stress and a potentially temporary Treasury safe-haven bid 53.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
4 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Josh Linville 2 mentions
- Iair Nadel 1 mention
- Lucio Arrocha 1 mention
- Joaquin Gonzalez 1 mention
- Gary Bohm 1 mention
- Fiona Cincotta 1 mention
- Michael Howell 1 mention
- Eric Balchunas 1 mention
See what your own voices say about fixed income, every morning.
Start a desk