Nothing more than a brief reprieve — Let the develeraging continue

News

If Powell telling you that 75 bps on the table isn’t enough to dissuade you from selling bonds, then a 0.1 dip in monthly average hourly earnings versus consensus is unlikely to change anyone’s mind.

US 2-year yields fell to 2.70% from 2.74% on the non-farm payrolls headlines but they’re already back to pre-NFP levels.

Along the same lines, US equity futures briefly traded positive but are now below pre-NFP levels and USD/JPY briefly dipped but is now above pre-NFP levels.

Let the develeraging continue.

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