“Trader Talking Points:

  • The post-Fed risk aversion spilled over to Asia and Europe, but US risks added yet another charge to bears
  • President Trump dashed confidence that a US government shutdown would be averted, adding fundamental weight to existent unwind
  • Both the BOE and BOJ struck a clear, dovish tones; Aussie, Kiwi and Loonie are dropping faster than data alone may warrant “

For more trends in fixed income, visit the Fixed Income Channel.