[MARKET ANALYSIS] A marginally firmer start for fixed with non-geopolitical updates somewhat light, ISM ahead

Newsquawk StaffPublished 5 Jan 2026, 10:26 UTCOn the live feed at 10:06 UTC — 1 more headline followed before this page went public

Newsquawk headlinesUTC

10:31

Hungarian PM Orban says he sees the future of Hungary in the EU and under the protection of NATO

10:09

Harold Hamm's Continental Resources has signed a deal to acquire assets in Argentina relating to four blocks in the Vaca Muerta oilfields, via FT. Announced a plan to invest up to USD 200mln/yr in Argentina.

10:06

[MARKET ANALYSIS] A marginally firmer start for fixed with non-geopolitical updates somewhat light, ISM ahead

10:01

Apollo-backed (APO) investor group is said to invest over USD 1bln in QXO (QXO), according to Bloomberg

10:00

[MARKET ANALYSIS] DXY firmer on haven appeal, G10s subdued across the board to various degrees

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A slightly firmer start for Bunds and USTs. All focus on the geopolitical situation re. Venezuela, with newsflow otherwise a little light.
Bunds up to a 127.31 peak with gains of 20 ticks at best. However, the benchmark has since trimmed to unchanged but remains clear of the overnight 126.98 low. Within Europe, focus on Dutch pension reform as while the switch in the pension system has been long flagged, the full scale of the impact is not yet known.
USTs similar, hit a 112-12 peak with strength of six ticks at best before fading to just above unchanged but above the 112-05 base.
JGBs sold overnight as the 10yr yield hit another multi-year high amid outperformance in domestic stocks.
Ahead, US ISM Manufacturing is the main scheduled event. However, any fresh updates on the geopolitical situation will undoubtedly take centre stage.

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