A stock market sell-off driven by technology shares boosted safe-haven demand for US government bonds, modestly lowering the 10-year yield. Investors are focused on upcoming PCE inflation data amid a less forward-guided Fed policy framework.

The 2-year US Treasury yield jumped to 4.23% on Monday, well above the Fed's policy ceiling, as markets reprice rate-hike risks. Signals from Fed Chair nominee Kevin Warsh indicating a pullback in forward guidance have spiked volatility and pressure…

Federal Reserve Chairman Kevin Warsh delivered a hawkish surprise that broke the dollar out of its long-term range. US two-year Treasury yields jumped to 4.18%, accelerating global capital flows back to dollar assets amidst AI investment demand.

China bonds slipped Monday as 10- and 30-year yields rose. The PBOC drained ¥341.5B, lifting quarter-end funding costs, while fiscal spending and big-bank buying may cushion losses.

Asian markets declined significantly on Wednesday following severe military clashes between the US and Iran, while oil prices saw modest gains. Investors remain cautious as they await critical US inflation data, which could alter interest rate paths

Japan's May Corporate Goods Price Index rose 6.3% YoY, beating expectations and driving the 10-year JGB yield up to 2.695%. Rising inflation concerns and the upcoming BOJ meeting are dampening demand outlook for today's 30-year bond auction.

The South Korean government reaffirmed strong measures against speculative foreign exchange trading as the Won remains weaker than 1,500 per dollar for 15 consecutive sessions.

Bank Indonesia held an unscheduled meeting to hike its benchmark rate to 5.5%. While the rupiah and stock market rebounded, concerns over the new government's fiscal spending kept Indonesian bond yields at multi-year highs.

Eurozone government bond yields rose as oil prices gained 1.5% and geopolitical risks lingered. Investors eye the upcoming ECB meeting with a 25 bps rate hike widely anticipated.

The onshore and offshore Yuan briefly fell past 6.79 against the USD following strong US jobs data. However, a stronger-than-expected PBOC fixing and robust corporate conversion demands are limiting further depreciation space.

The New Taiwan Dollar fell past 0.1 TWD to a three-week low of 31.648 against the USD on Monday. Foreign fund outflows driven by a tech stock correction pressured the currency, while local exporters stepped in to limit further losses.

Japan's real wages surged 1.9% year-over-year, marking the longest streak of gains in nearly two and a half years. The robust wage growth bolsters expectations for a 25-basis-point rate hike by the Bank of Japan at its upcoming June policy meeting.

Despite a 73.6 billion dollar forex intervention by Japan Ministry of Finance, the yen real effective exchange rate dropped to its lowest since 1973 due to persistent interest rate differentials and structural economic challenges.

The Japanese yen fell back to the key 160 per dollar level on Wednesday, erasing all gains from the previous 11.7 trillion yen intervention. Geopolitical conflicts in the Middle East boosted USD demand, while PM Sanae Takaichi issued verbal warnings…

Middle East tensions drive oil prices higher, keeping GBP/USD and EUR/GBP in narrow ranges. Markets expect the BOE to delay rate hikes to September amid transatlantic policy divergence.

US job openings unexpectedly rose to 7.618 million in April while Fed's Hammack hinted at potential rate hikes due to inflation pressures. Geopolitical uncertainties in the Middle East drove oil price volatility, leading US Treasury yields slightly…

Chinese government bonds extended gains as cash squeeze eased and safe-haven demand rose following military conflicts in the Middle East, dragging 10-year yields down to 1.7185%.

US Treasury yields individual tenors advanced in Asian trading as renewed geopolitical tensions in the Middle East drove oil prices higher, exacerbating global inflation concerns. Investors now eye key US PCE inflation data for clues on the Federal…

The Bank of Japan announced its FY2025 financial results on Wednesday, revealing a 9.1% YoY decline in total assets driven by reduced government bond holdings. This contraction marks a significant step forward in monetary policy normalization and bal

ECB Financial Stability Review Warns Iranian War Escalates Vulnerabilities Across 21 Eurozone Nations

Japanese government bond yields rose across the board on Tuesday, with the 10-year yield reaching 2.720%. While Prime Minister Sanae Takaichi clarified that the supplementary budget would not increase net market issuance, rising oil prices from Middl

Driven by fiscal deficits and inflation, US Treasury yields have climbed. Investors are turning to high-grade corporate bonds like Apple and Microsoft, narrowing credit spreads to historic lows.

Spot gold rose over 1 percent to 4559.07 dollars on Monday as optimism over US-Iran peace talks depressed the dollar and crude oil. However, gains remain capped by Fed rate hike expectations and technical resistance at 4650 dollars.

Eurozone government bond yields declined significantly as optimism over a US Iran agreement to reopen the Strait of Hormuz led to a drop in oil prices, easing inflation fears and softening ECB rate hike bets.

The 10-year German Bund yield climbed to 3.191%, a high not seen since 2011, alongside rising US Treasury yields. Although geopolitical easing signals brought Brent crude down slightly to $110, persistently high energy premiums are forcing markets to

Overseas investors net sold 81.3 billion yen of Japanese super-long government bonds in April, the first net outflow since Dec 2024. Amid inflation and fiscal expansion fears, the 30-year JGB yield touched its highest level since 1999. Although domes

HSBC, Deutsche Bank, and Goldman Sachs have raised their Chinese Yuan forecasts as of May 18. The currency has gained nearly 3% YTD, supported by competitive exports and stable trade ties.

Facing depreciation pressure on the Won from a $20 billion direct investment in the US, South Korean President Lee Jae-myung proposed a bilateral currency swap to US Treasury Secretary Scott Bessent. The US hinted at further discussions between incom

CFETS data shows the RMB exchange rate index rose to 100.1, the highest since April 30. Weighed by EUR and JPY weakness against the Yuan, the basket has gained over 2% YTD, reflecting solid macroeconomic support and effective counter-cyclical managem

Driven by a 50% oil price rally amid the Iran conflict and persistent foreign outflows, USD/INR hovers near record lows of 95.7950. Traders anticipate RBI dollar-selling intervention to stem currency depreciation.