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News 2026-10-09 11:18 UTC
Morgan Stanley said it remains positioned in intermediate Japanese government bonds, expecting shorter- and longer-tenor bonds to underperform. The bank cited faster Bank of Japan hike pricing and shifting pension-rebalancing expectations.
News 2026-10-09 10:23 UTC
The dollar index (DXY) stays around 102.10 while the 10-year Treasury yield rises to 5.255% after softer recent PCE and labor data tempered near-term Fed-hike expectations.
News 2026-10-09 05:11 UTC
Strategists say France remains the main topic in client discussions as foreign investors sell and domestic buyers step in during sovereign stress episodes. They also warn that these flow shifts may not prevent further spread widening.
News 2026-09-23 19:54 UTC
EXECUTIVE SUMMARY * MNI FED: Gov Barr: Base Case Is For Further Hikes: #83aa171c-7fc4-49fd-82f5-351bcb071d96 * MNI IRAN: Security Chief Says In No Rush To Negotiate: #5df7e2ac-e490-4920-91fd-84069fe559a3 * MNI IRAN: Pezeshkian Talks On Nuclear, Hormuz & US Stance In UN Address: #c9b6854d-8cab-47cb-8646-ce411062279c * M
News 2026-09-23 19:52 UTC
HIGHLIGHTS * Gov Barr (permanent FOMC voter)'s speech Tuesday is primarily on the longer-term outlook for the housing sector, but importantly he notes that his "base case" is for "further policy adjustments" (plural) * Iranian security chief Rezaii via Irib: "Iran has not been in a hurry to negotiate; today, Iran's con
News 2026-09-23 09:41 UTC
EXECUTIVE SUMMARY * TRUMP HAILS IRAN TALKS EVEN AS TEHRAN SETS 'FIRM POSITIONS': #0244e48b-2945-4b3b-8085-728a924ddf38 * ZELENSKY ASKS TRUMP FOR WINTER ARMS PACKAGE, EXPECTS ENERGY-CEASEFIRE PUSH: WSJ: #cddd3044-ae77-4efa-9233-fb28b1e6f368 * NAGEL SAYS 'VIGILANT' ECB MAY NEED MILDLY RESTRICTIVE RATES: #13be4029-5b8c-40
News 2026-09-23 05:16 UTC
EXECUTIVE SUMMARY * TRUMP HAILS 'VERY GOOD' IRAN TALKS FOLLOWING ANNIHILATION THREAT - BBG: #cdbad0a1-5c8d-4cdb-9819-370162b99299 * ZELENSKY ASKS TRUMP FOR WINTER ARMS PACKAGE, EXPECTS ENERGY-CEASEFIRE PUSH - WSJ: #a4c79a68-e487-466b-a806-4885fa3200e0 * LASTING SHOCKS, FIRMING DEMAND REQUIRE FED ACTION - BARKIN - MNI