Fed's Daly (2027 voter) does not address the economy or monetary policy outlook in prepared remarks

The absence of commentary on the economy or monetary policy outlook from Fed's Daly suggests a more neutral stance, potentially dampening expectations for immediate shifts in rates.

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Israel's Home Front Command says it is easing its wartime guidelines in most parts of the country as the ceasefire with Iran appears to hold

US sells USD 39bln in 10yr notes: Tail 0.2bps

Fed's Daly (2027 voter) does not address the economy or monetary policy outlook in prepared remarks

Initial reports of explosions in Tehran and Isfahan, via Kan News

An informed source told Tasnim that Iran is considering the possibility of withdrawing from the ceasefire agreement if Israel continues to violate it in its attack on Lebanon

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This could lead to a more stable USD in the short term as traders might not recalibrate their forecasts for upcoming monetary policy moves. Overall, absence of guidance may keep markets in a wait-and-see mode, impacting the dollar and fixed income dynamics without a clear directional signal.

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