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Some Resilience After AM Weakness
Some Resilience After AM Weakness
10yr yields are set to end the week at the highest levels since last July, but those were even higher highs earlier this morning. From roughly 9am-1130am ET, bonds recovered all of the day's losses in a move that was led by adjustments to Fed rate hike expectations. Yes, we can/should call it that now because there are no longer any rate cut expectations based on futures trading. Instead, there's indecision about holding steady vs a small chance of rate hikes. War headlines remain the dominant focus and weekends continue to offer a higher concentration of risk for financial markets.
Some Resilience After AM Weakness
| Time | Event | Period | Actual | Forecast | Prior |
|---|---|---|---|---|---|
| Monday, Mar 30 | |||||
| 9:20AM | NY Fed Bill Purchases 4 to 12 months (%) | $6.726 billion | |||
| 10:30AM | Fed Chair Powell Speech | ||||
| 4:00PM | Fed Williams Speech | ||||
| Tuesday, Mar 31 | |||||
| 9:00AM | Jan FHFA Home Price Index m/m (%) | Jan | 0.1% | 0.1% | |
| 9:00AM | Jan CaseShiller 20 mm nsa (%) | Jan | -0.1% | ||
| 9:00AM | Jan FHFA Home Prices y/y (%) | Jan | 1.8% | ||
| 9:00AM | Jan Case Shiller Home Prices-20 y/y (% ) | Jan | 1.5% | 1.4% | |
| 9:45AM | Mar Chicago PMI | Mar | 55.6 | 57.7 | |
| 10:00AM | Feb JOLTs Job Quits (ml) | Feb | 3.1M | ||
| 10:00AM | Mar CB Consumer Confidence (%) | Mar | 88 | 91.2 | |
| 10:00AM | Feb USA JOLTS Job Openings (ml) | Feb | 6.85M | 6.946M | |
| 12:00PM | Fed Goolsbee Speech | ||||
| 12:00PM | Fed Goolsbee Speech | ||||
| 3:00PM | Fed Barr Speech | ||||
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