[MARKET ANALYSIS] Bonds take a breather following prior day's selloff

Bonds are experiencing a pause after recent selling pressure, driven by rising yields linked to geopolitical tensions and higher oil prices.

Newsquawk StaffPublished 5 May 2026, 02:09 UTCOn the live feed at 01:49 UTC — 1 more headline followed before this page went public

Newsquawk headlinesUTC

02:23

IRGC political deputy says traffic in the Strait of Hormuz will only be done with Iran's permission, ISNA reports; "Any kind of traffic in the Strait of Hormuz, if it is from the enemy, will be met with a decisive and crushing response"

01:50

[MARKET ANALYSIS] Crude pulls back following yesterday's surge; geopolitical updates light

01:49

[MARKET ANALYSIS] Bonds take a breather following prior day's selloff

01:48

[MARKET ANALYSIS] Uneventful trade across FX whilst AUD awaits the RBA

01:47

[MARKET ANALYSIS] APAC stocks follow the losses from the US; Japan, China and South Korea closed amid holidays

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Try the platform free

Free. No signup, no card.

10yr UST futures are taking a breather following Monday’s curve-wide selloff as yields rose amid geopolitical tensions and a surge in oil prices.
Bund futures hold a mild negative tilt with elevated energy prices continuing to lift inflation expectations.

Context

This reflects concerns around inflation, particularly in the context of Bund futures where elevated energy prices continue to push inflation expectations upwards.

Energy · last 90 days

Recent headlines that moved markets

ENERGY/8 Sept · 05:23 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Brent Nov'26, after we published+1.0%

Steady upside of around 1% was seen across the crude complex following this update.

ENERGY/3 Sept · 08:03 UTC

Russian President Putin says that Russia and Ukraine should agree first; he notes that there is an opportunity to reach a peace agreement.

with Brent Nov, after we published−1.3%

ENERGY/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

- Brent (V6), after we published+1.2%

ENERGY/27 Aug · 17:46 UTC

The Trump administration has repeatedly told mediators it has no interest in going back to the terms of the MoU it reached with Iran in June, reports WSJ citing sources

Brent crude, after we published+1.4%

ENERGY/25 Aug · 19:26 UTC

A ceasefire between the US and Iran has been agreed upon, it includes free navigation in the Strait of Hormuz and will be announced in the coming days, reports Ria citing Pakistani and Iranian sources

Brent crude, after we published−2.4%

ENERGY/8 Sept · 19:59 UTC

IRGC says in light of the evils of the US army in targeting several oil tankers of Iran, we warn all oil tanker crews in the Kuwaiti and Bahraini ports, they will be targeted, Tasnim reports.

Brent crude, after we published+0.5%

Newsquawk Daily

Get both market opens in your inbox.

This note and the other one — the EU open and the US open, every business day, written by the desk. No account needed.

Related headlines

The whole workspace, free to try.

© 2026 Newsquawk. All rights reserved.