Sebastian Boyd
@sebboyd.bsky.social
Markets Live strategist at Bloomberg News. Politics and history nerd. Book-lover. Opinions are my own (or plagiarized from the wise and witty). Based in Chile. Part-time student at U de Chile.
Here's the 30-year
October 31, 2025 at 2:56 PM
Here's the 30-year
Ha! You're right, I was half asleep when I saw Tomas' chart last night and read it the other way. I totally buy that swap spreads are negative because of political risk.
October 31, 2025 at 1:37 PM
Ha! You're right, I was half asleep when I saw Tomas' chart last night and read it the other way. I totally buy that swap spreads are negative because of political risk.
It could be that, but there shouldn't be THAT much optionally in the IG index should there? Mostly bullets, I'd have thought.
Swap spreads are negative, so I would have thought the spread to swaps would be higher than the OAS spread to USTs.
Curious.
Swap spreads are negative, so I would have thought the spread to swaps would be higher than the OAS spread to USTs.
Curious.
October 31, 2025 at 2:54 AM
It could be that, but there shouldn't be THAT much optionally in the IG index should there? Mostly bullets, I'd have thought.
Swap spreads are negative, so I would have thought the spread to swaps would be higher than the OAS spread to USTs.
Curious.
Swap spreads are negative, so I would have thought the spread to swaps would be higher than the OAS spread to USTs.
Curious.
This is the fear, but the evidence so far seems to be that the companies that buy cloud services are happy and adding more. This is MSFT last night.
October 30, 2025 at 11:51 AM
This is the fear, but the evidence so far seems to be that the companies that buy cloud services are happy and adding more. This is MSFT last night.
Seems oddly personal.
September 26, 2025 at 2:25 PM
Seems oddly personal.
Some websites have become impossible to read.
September 15, 2025 at 2:12 PM
Some websites have become impossible to read.
Oh God, its gone mad.
August 25, 2025 at 9:33 PM
Oh God, its gone mad.
This is in AI mode
August 25, 2025 at 9:30 PM
This is in AI mode
Sometimes, they need to float the house to the new location.
August 19, 2025 at 10:19 AM
Sometimes, they need to float the house to the new location.
Over on Twitter, this guy literally blamed the economic decline of a major US city on the n-word. Apparently, overt racism is fine now.
August 12, 2025 at 10:35 PM
Over on Twitter, this guy literally blamed the economic decline of a major US city on the n-word. Apparently, overt racism is fine now.
Great minds! Here's a chart I published last month.
August 6, 2025 at 4:15 PM
Great minds! Here's a chart I published last month.
Any idea why POTUS might be nervous?
April 17, 2025 at 12:48 PM
Any idea why POTUS might be nervous?
I'm currently rereading John Julius Norwich's History of Venice and I had forgotten what a delight it is. Like reading champagne.
March 1, 2025 at 9:26 PM
I'm currently rereading John Julius Norwich's History of Venice and I had forgotten what a delight it is. Like reading champagne.
Went to pick up my daughter's Chilean passport today.
They've changed the colour from Burgundy to bright blue, and they didn't even have to leave the European Union.
They've changed the colour from Burgundy to bright blue, and they didn't even have to leave the European Union.
January 31, 2025 at 10:59 PM
Went to pick up my daughter's Chilean passport today.
They've changed the colour from Burgundy to bright blue, and they didn't even have to leave the European Union.
They've changed the colour from Burgundy to bright blue, and they didn't even have to leave the European Union.
Brown shoes in town.
January 30, 2025 at 3:12 PM
Brown shoes in town.
