[MARKET ANALYSIS] T-note future are subdued following recent curve flattening and mixed geopolitical headlines

The subdued activity in T-note futures reflects a recent curve flattening driven by rising front-end yields influenced by higher oil prices and mixed geopolitical news.

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China Vanke (2202 HK) is looking to delay repayment of the CNY-denominated bond due in May, Bloomberg reports

Iranian-American academic Marani says if Iran's infrastructure is attacked, there will be a lot of heat in the region, SNN reports; adds that people should leave Gulf countries if US President Trump carries out his threat to bomb critical infrastructure

[MARKET ANALYSIS] T-note future are subdued following recent curve flattening and mixed geopolitical headlines

[MARKET ANALYSIS] Oil futures faded an initial spike higher in the absence of fresh drivers and after recent mixed geopolitical headlines

EQT (EQT SS) is reportedly considering the takeover of Kakaku.com (2371 JT), Bloomberg reports citing sources

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USTs: -5 ticks

  • Retreated after the prior day's curve flattening as front-end yields rose on higher oil prices and amid mixed geopolitical reports.

Bunds: -39 ticks

  • Fell to a weekly low with pressure seen as oil prices initially rallied and with prices not helped by recent supply and Germany downgrading its growth forecasts.

JGBs: +5 ticks

  • Price action was choppy alongside fluctuations in oil and with a lack of tier-1 data for Japan.
Context

This comes amid pressures from Bunds, which are down due to falling prices and downbeat growth forecasts from Germany, indicating potential headwinds for global fixed income and risk sentiment. Traders should watch for further shifts in yields as geopolitical developments and commodity prices unfold.

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