[MARKET ANALYSIS] Once again, fixed income action is dictated by energy movements. Ahead, numerous BoE and Fed officials

Newsquawk StaffFederal Reserve newsPublished 26 Mar 2026, 10:07 UTC

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10:02

OpenAI puts erotic chatbot plans on hold ‘indefinitely’, FT reports

09:58

[MARKET ANALYSIS] DXY is essentially flat, G10s incrementally lower vs USD, Kiwi underperforms

09:47

[MARKET ANALYSIS] Once again, fixed income action is dictated by energy movements. Ahead, numerous BoE and Fed officials

09:40

Russia's Kremlin says "we have not lost interest in peace talks"; territory is one issue that has not been settled

09:40

China Commerce Ministry will impose an additional 55% tariff on beef imports from Australia after quota threshold reached

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Once again, another session dictated by energy movements and the associated implications for prices and yields.
USTs are lower by 12 ticks at most, to a 110-16+ trough. If the move continues, we look to the 110-05+ mark from the 24th, and then the 109-31+ WTD base. Ahead, a handful of data points, numerous Fed speakers and supply features in a relatively busy schedule; however, geopolitics will likely continue to dictate.
Bunds in-fitting. At a 125.30 low, with losses of nearly 70 ticks at most. If the move continues, we look to support at 125.02 and then the 124.77 WTD base. For Europe, newsflow is somewhat limited, with no move to a handful of data points or ECB officials. The region's docket ahead is a little light, and as such, action will be determined by the above US points and/or Middle East developments.
Gilts took the lead from peers and opened with losses of over 60 ticks before falling another 35 or so to a 87.73 trough. If the move continues, we look to recent bases at 87.06, 86.81 and then the contract low of 85.91. A busy BoE docket today, with Taylor and Greene scheduled; though, we have yet to see anything of pertinence from Breeden.

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