Jason Wong
Brent crude trading just below USD100 per barrel as diplomatic efforts step up and Saudi Arabia prepares to reopen key oil pipeline. US Treasuries relatively flat, 10-year rate at 4.96%
Brent crude trading just below USD100 per barrel as diplomatic efforts step up and Saudi Arabia prepares to reopen key oil pipeline. US Treasuries relatively flat, 10-year rate at 4.96%
Oil prices down for a fourth consecutive day, Brent crude currently US$100/bbl. These falls rive down global rates and drive up global equity markets, with strong gains for US equities
Oil prices down for a fourth consecutive day, Brent crude currently US$100/bbl. These falls rive down global rates and drive up global equity markets, with strong gains for US equities
Fed Funds rate raised by 25bps, as widely expected, with FOMC members seeing another rate hike later this year. US short end rates higher post Fed; US 10-year rate pares earlier fall. USD broadly stronger
Fed Funds rate raised by 25bps, as widely expected, with FOMC members seeing another rate hike later this year. US short end rates higher post Fed; US 10-year rate pares earlier fall. USD broadly stronger
Risk sentiment weak, with global rates grinding higher, imparting a negative bias to global equities. US 10-year rate its highest level since 2007 and matched elsewhere with fresh multi-year or multi-decade highs in rates
Risk sentiment weak, with global rates grinding higher, imparting a negative bias to global equities. US 10-year rate its highest level since 2007 and matched elsewhere with fresh multi-year or multi-decade highs in rates
Oil prices start week higher on supply concerns, but Brent trades a wide range, easing back after hitting USD110 overnight. US 10-year Treasury yield breaks above 5% but falls back quickly. US equities modestly weaker
Oil prices start week higher on supply concerns, but Brent trades a wide range, easing back after hitting USD110 overnight. US 10-year Treasury yield breaks above 5% but falls back quickly. US equities modestly weaker
Higher oil prices drive up global rates; European 10-year rates close at fresh multi-year highs; US 10-year rate reaches 4.85% after disappointment on the size of the expanded buyback program. NZD continues to underperform
Higher oil prices drive up global rates; European 10-year rates close at fresh multi-year highs; US 10-year rate reaches 4.85% after disappointment on the size of the expanded buyback program. NZD continues to underperform
Currency markets settle, well contained. Australian focus shifts to a more hawkish stance on inflation despite weakening consumer & business sentiment. Things looking up for NZ GDP growth
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Currency markets settle, well contained. Australian focus shifts to a more hawkish stance on inflation despite weakening consumer & business sentiment. Things looking up for NZ GDP growth
Oil prices push higher following further weekend tit-for-tat strikes between the US and Iran; global rates push higher. Yen surges further after key technical break
Oil prices push higher following further weekend tit-for-tat strikes between the US and Iran; global rates push higher. Yen surges further after key technical break
Risk sentiment improves with oil prices and US Treasury yields consolidating. Currency markets active, with the yen briefly surging, CAD outperforming after a hawkish Bank of Canada hold, and AUD supported by expectations of further RBA tightening
Risk sentiment improves with oil prices and US Treasury yields consolidating. Currency markets active, with the yen briefly surging, CAD outperforming after a hawkish Bank of Canada hold, and AUD supported by expectations of further RBA tightening
Middle East escalation is the dominant market driver, lifting oil prices sharply and weighing on global risk sentiment, with equities weaker and defensive sectors outperforming. Global bond yields have pushed higher
Middle East escalation is the dominant market driver, lifting oil prices sharply and weighing on global risk sentiment, with equities weaker and defensive sectors outperforming. Global bond yields have pushed higher
Renewed US-Iran hostilities lifted oil prices, pilling over into higher global bond yields and weaker equity markets. US 10-year Treasury yield trades above 4.76%, its highest level since January 2025
Renewed US-Iran hostilities lifted oil prices, pilling over into higher global bond yields and weaker equity markets. US 10-year Treasury yield trades above 4.76%, its highest level since January 2025
US economic data in line with expectations. US rates and USD push higher, with Fed rate hike later this year fully priced. Stronger Australian CPI data raises the chance of the RBA delivering another rate hike this cycle
US economic data in line with expectations. US rates and USD push higher, with Fed rate hike later this year fully priced. Stronger Australian CPI data raises the chance of the RBA delivering another rate hike this cycle
Oil prices fall 4% on de-escalation hopes for the US-Iran conflict. This drove US Treasury yields lower. Weaker second-tier US data reinforced the move lower in yields, including softer consumer confidence and a sharp fall in new home sales
Oil prices fall 4% on de-escalation hopes for the US-Iran conflict. This drove US Treasury yields lower. Weaker second-tier US data reinforced the move lower in yields, including softer consumer confidence and a sharp fall in new home sales
US to impose more ranging sanctions against Iran. US-Canada trade war escalates, with the US to take auto tariffs up to 50%. Oil prices fall. US Treasury yields down modestly
US to impose more ranging sanctions against Iran. US-Canada trade war escalates, with the US to take auto tariffs up to 50%. Oil prices fall. US Treasury yields down modestly
Global long-term rates reach fresh multi-decade highs; US 30-year rate reaches 5.34% but then retraces. Global equity markets weighed by rates backdrop. Brent crude steady around USD91 per barrel. Trump admits there are no talks to resolve the stalemate
Global long-term rates reach fresh multi-decade highs; US 30-year rate reaches 5.34% but then retraces. Global equity markets weighed by rates backdrop. Brent crude steady around USD91 per barrel. Trump admits there are no talks to resolve the stalemate