govttrader's blog
30yr UST Auction Post-Mortem
Submitted by govttrader on 12/12/2013 14:48 -0500After the fireworks following yesterday's weak 10yr auction, tensions were high going into today's 30yr bond auction.
10yr Auction Post Mortem + 30yr Auction Thoughts
Submitted by govttrader on 12/11/2013 18:34 -0500Today's 10yr auction result was a surprise for many traders. Will tomororrow be a repeat?
US Treasury 30yr Auction Post-Mortem
Submitted by govttrader on 11/14/2013 15:35 -0500Today the treasury auctioned off 16bln 30yr bonds at 1pm (ET). This occurred during a fairly volatile backdrop.
UST 30yr Pre-Aution Thoughts Before Yellen Confirmation Hearing
Submitted by govttrader on 11/14/2013 09:34 -0500Sell bonds?? Buy bonds?? What should i do??
I'm so confused!!!
UST 10yr Auction Post Mortem
Submitted by govttrader on 11/13/2013 13:43 -0500The UST market grinded higher today, right into the 1pm (ET) 10yr auction. The 10yr auction came at the EXACT high print of the day on the current 10yr note @ 2.75%.
Surprise - US Policy Reduces Trading Volumes AND Liquidity In The US Treasury Market - BRAVO
Submitted by govttrader on 11/12/2013 07:59 -0500If you have not already, it is time to modify your UST trading strategy to adapt to current market conditions. Buyer beware...
US Long End Auctions (10yr and 30yr) Post Mortem
Submitted by govttrader on 07/15/2013 07:31 -0500Wednesday and Thursday of last week were the US 10yr and 30yr auctions. These auctions (combined with the price action in the secondary market leading up to the auctions) are the best times to gauge demand for UST paper.
A Primer For Interpreting Random Market Profiles And Reactions To Economic Data in US Treasuries
Submitted by govttrader on 06/27/2013 16:27 -0500This a fairly broad topic, and any "rules" would be vague at best, so i'll use recent trading activity as an example. Often markets (and traders) are described as schizophrenic...and perhaps that should even be part of the job description....here's an example why...
US Treasuries vs Stocks - One Of These Things Does Not Look Like The Other...
Submitted by govttrader on 04/04/2013 19:25 -0500Today saw a massive short covering trade occur in the US Treasury market. Is this a trade to fade??
Best Trading Strategy Of The Week - Still Buying US Treasuries On Dips
Submitted by govttrader on 12/28/2012 07:51 -0500Did you hear me yesterday...or do I need to say it again. Buy the dip in US Treasuries..it is the only way.
Best Trading Strategy Of The Week - Buying US Treasuries On Dips
Submitted by govttrader on 12/27/2012 10:04 -0500As previously discussed on the govttrader blog, the US Treasury selloff from the 1st half of December has come and gone. Its time for the next trade.
Treasury Selloff Exhaustion Has Reversed - Next Stop Month / Year End
Submitted by govttrader on 12/21/2012 09:57 -05002 days ago US Treasury 10yr yields were 10bps cheap vs stocks. Well, not anymore. US Treasuries now have both technical and cyclical forces on their side for the next 1-2 weeks. Let us explain how...
The Treasury Market Appears To Have Exhausted The Selloff - Time To Reverse??
Submitted by govttrader on 12/19/2012 14:59 -0500Treasuries have sold off aggressively over the past 2 weeks. Is it time for that trade to reverse to New Years??
Reading The Bond Market Price Action Post-NFP
Submitted by govttrader on 12/07/2012 10:01 -0500In order to make sense of the price action COMING OUT OF the number, we first need to know what positioning was GOING INTO the number.
UST Market Profile Review - There Is A Battle In The Belly And The Shorts Are In The Lead
Submitted by govttrader on 11/27/2012 08:15 -0500The short term direction of the UST market over the next couple days will be a battle. Reading the market profile should help us know when to be range traders, and when to go with the momentum.
