It goes on.... and on... and on....

Big oil downfall... big BE downfall,,,,
we've seeing new lows in BE in Euro.... with new nominal yields low in euro govies. Big flattening, 30yr driven,,,,
OIL exporters credit spreads up, oil impoter credit spreads  down... same as usual...
CRB at new lows since 2010

Fly to quality, Geopolitic runs

Well bad day, airplane crash and Israel invasion...
strong bull market on FI...
record on Bund and 10yr treasury at 2.45%... strong Spanish auction this morning..
30yr strongly bid
movement on Fiat bonds after rumors of Wv bid.... then rejected...
Beginning of day influenced by Russian sanction... sellers on Russia bonds....
during European session little widening of credit..

The beginning

While everybody's mind seems to be obsessed by equities stories, most of us has biggest part of their money on bond markets... i'd like to cover this huge markets with comments and views.
A brief introduction is necessary.. markets are my bread and butter as portfolio manager with a macro approach..so i'll comment on various asset classes but with a strong focus in fixed income.