Ed Bradford - Latest News and Information
  • All Technology
  • AI
  • Autonomy
  • B2B Growth
  • Big Data
  • BioTech
  • ClimateTech
  • Consumer Tech
  • Crypto
  • Cybersecurity
  • DevOps
  • Digital Marketing
  • Ecommerce
  • EdTech
  • Enterprise
  • FinTech
  • GovTech
  • Hardware
  • HealthTech
  • HRTech
  • LegalTech
  • Nanotech
  • PropTech
  • Quantum
  • Robotics
  • SaaS
  • SpaceTech
AllNewsDealsSocialBlogsVideosPodcastsDigests

Technology Pulse

EMAIL DIGESTS

Daily

Every morning

Weekly

Sunday recap

NewsDealsSocialBlogsVideosPodcasts
Ed Bradford

Ed Bradford

Creator
0 followers

Government bond trader; granular takes on duration, curves, and macro

Recent Posts

Fade the Belly Below -90; Auctions May Reverse
Social•Feb 20, 2026

Fade the Belly Below -90; Auctions May Reverse

Both short and long term, this is a good level to fade the belly with the curve-wide 'fly (2s5s30s) back below -90. Mid-curve auctions next week could trigger a reversal https://t.co/q33LIbWZ5V

By Ed Bradford
Yield Curve Ste
Social•Feb 20, 2026

Yield Curve Ste

USTs for now reacting to the loss of tariff revenue, but it remains to be seen how this plays out. Curve steepening https://t.co/ZMjLP2vbxi

By Ed Bradford
30‑Year TIPS Auction Pressures Long‑End Breakevens
Social•Feb 19, 2026

30‑Year TIPS Auction Pressures Long‑End Breakevens

Long-end breakevens have been under pressure with a brand new 30y TIPS ($9B) up for auction later today. This will be it for the long end though. Rest of the month is front (2s) and belly (5s &...

By Ed Bradford
March 2Y Futures Expected Heavy Amid Nasty Roll
Social•Feb 18, 2026

March 2Y Futures Expected Heavy Amid Nasty Roll

Great reminder futures rolls (H25 to M26) are upon us. Bottomline March 2y futs should be heavy. Roll is nasty at -4.5 which should add to the flattening pressure along with front-end auctions next week.

By Ed Bradford
Upcoming UST Auctions May Cool Rally, Create Opportunity
Social•Feb 18, 2026

Upcoming UST Auctions May Cool Rally, Create Opportunity

Busy UST auction schedule in the next eight days could finally slowdown the rally a bit and offer an opportunity. Brand new 20s ($16B) today, new 30y TIPS tomorrow ($9B), and regular size/schedule 2s, 5s and 7s next week.

By Ed Bradford
Rate Moves Aren’t Driven by Current Data, ADP Shows
Social•Feb 17, 2026

Rate Moves Aren’t Driven by Current Data, ADP Shows

Big mistake is assuming move in rates is about current economic data. Reaction to ADP a good example

By Ed Bradford
Bond Futures Surge as Curve Flattens, Front
Social•Feb 16, 2026

Bond Futures Surge as Curve Flattens, Front

Bond futures well bid again as the curve flattens aggressively with front end whites all red. https://t.co/d4dX0TgauD

By Ed Bradford
AI-Driven Low Rates Boost Term Premium Compression, Hedge Long Bonds
Social•Feb 13, 2026

AI-Driven Low Rates Boost Term Premium Compression, Hedge Long Bonds

A very positive setup for duration and UST term premium compression if rates are to stay low for a longer timeframe because of AI disruption. It will take time to play out but long end is well priced and...

By Ed Bradford
Short‑term Bond Shorts Suffer as 5‑Year Yields Surge
Social•Feb 13, 2026

Short‑term Bond Shorts Suffer as 5‑Year Yields Surge

It has been a painful few weeks for the short belly crowd (moi included) as 5s has been kinging up on the curve. Warsh nomination and slow AI disruption have been the main culprits https://t.co/3pqYjTV3QZ

By Ed Bradford
Risk‑off Sentiment Set to Dis
Social•Feb 12, 2026

Risk‑off Sentiment Set to Dis

Risk off upending most auction setups as US Treasury gets ready to dump some serious duration into a strong rally across the curve with belly leading. https://t.co/vNjhvRIzxH

By Ed Bradford