10year JGB yields are set to top 2% soon. Currently they are trading at 1.87% levels.

US investment grade bond supply is likely to hit early this month as corporates take advantage of a tighter IG spread over treasuries.

FALLING US INFLATION BREAKEVENS DO NOT IMPLY A LOWER INFLATION IN MEDIUM TERM.

Month end extension, Kevin Hassett news on being the front runner for next Fed Chair and weak economic data are combining to pull UST yields lower with further steepening.

A flatter yield curve today is temporary. As we cross month end, 10s demand will go down while short end demand might go up as this week's auctions are over and curve might steepen again. Hence we should curve steepen again from early Dec.

Amazon's current Credit Default Swap widening looks overdone.