Bonds

28 May 2026
French producer prices slide 2.1% in April, stoking ECB cut bets and euro pressure

France’s April producer prices fell 2.1%, signaling Eurozone disinflation, dovish ECB shift, and bearish euro.

28 May 2026
BNY Flags Month-End Rebalancing and Steeper Canadian Yield Curve as Near-Term Tailwinds for CAD

BNY sees month-end rebalancing and bond curve steepening boosting CAD; USD/CAD hedges unwind suggests mean reversion.

28 May 2026
US five-year Treasury auction yield jumps to 4.182%, fuelling higher-for-longer rate outlook

Treasury 5-year auction yield jumps to 4.182%, signaling higher borrowing costs, inflation concerns, reduced Fed cut expectations.

28 May 2026
Canada’s rising jobless rate masks retirement-driven labour squeeze, complicating Bank of Canada rate-cut bets

Canada’s rising unemployment masks looming labor shortages from retirements and fewer young workers, pressuring wages, inflation.

27 May 2026
Tech rally powers US and Asian equities as oil falls, bonds firm and UK energy cap rises

Tech-led equities rally hit records as oil fell; Asia followed; bonds firmed; traders eye tech calls, oil hedges.

27 May 2026
Italian Industrial Sales Surge Lifts Outlook for FTSE MIB, Raises BTP Yield Pressure

Italy’s industrial sales surged 4.4% in March, boosting equities outlook and pressing bond yields higher.

27 May 2026
US yields hold steady as dollar flatlines, markets await PCE inflation test and rate path

Treasury yields flat, dollar steady; hawkish hike odds persist as markets await PCE inflation, volatility opportunity.

27 May 2026
Bank of Japan official flags scope for further rate rises as yen stays steady near 159.25

BoJ says financial conditions easy, wages and inflation firm, signaling further tightening; yen steady, markets brace.

27 May 2026
US 2-year Treasury auction yield jumps as hawkish Fed expectations push short-term funding costs higher

Treasury 2-year auction yield jumps to 4.071%, reinforcing hawkish Fed outlook; investors hedge with rates, equity puts.

27 May 2026
BoJ’s Himino Signals Further Rate Rises as Middle East Tensions Cloud Inflation Outlook

BoJ’s Himino signals possible rate hikes; Middle East conflict and inflation risks push markets toward June action.

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