• DX
• US10YT=X
• US2YT=X
• US500

Powell says there's no rush to ease more given strong economy

Fed Chair Powell emphasizes a stable economy and cautious approach to interest rates amid inflation concerns, while markets react carefully to his Senate testimony.

• EUR/USD
• US10YT=X
• US2YT=X

Sluggish Jan payrolls growth unlikely to sway Fed

U.S. job growth slowed in January with a 4.0% unemployment rate, suggesting Fed may hesitate to cut interest rates, influenced by wildfires and cold weather.

• US2YT=X
• US500
• USDIDX

Fed stands pat, leans hawkish with omission of inflation-progress reference

• US10YT=X
• US2YT=X
• USDIDX

Dollar and treasury yields dip as core December CPI comes below expectations

Dollar and treasury yields fell sharply after December's inflation data showed lower-than-expected CPI, easing Federal Reserve concerns. 10-year yield at 4.692%, two-year at 4.281%.

• EUR/USD
• US10YT=X
• US2YT=X

Surprising Dec US payrolls jump supports longer Fed pause

• US10YT=X
• US2YT=X
• US30YT=X

Fed can soothe Trump or Treasuries, not both: Mike Dolan

• US10YT=X
• US2YT=X

Treasury yield surge reflects expectations of more long-term debt

U.S. Treasury yields rise sharply as traders anticipate changes in debt strategy under Trump, with concerns over fiscal policy, deficit, and increased reliance on longer-term debt.

• CN10YT=RR
• EUR/USD
• GBP/USD
• GC
• HG
• NDX
• US10YT=X
• US2YT=X
• US500
• USD/CAD
• USD/JPY
• USD/MXN
• ZL
• ZS

How are CTAs positioned entering 2025?

CTAs have slightly gained 2.55% in 2024, recovering from volatility. Their positioning is polarized across fixed-income, commodities, and currencies, with significant market sensitivities.

• DXY
• US2YT=X
• US500

Instant View: Fed cuts 25 bp, scales back 2025 easing projections

The U.S. Federal Reserve lowered interest rates to 4.25%-4.50% while signaling a slower pace of future cuts, amid stable unemployment and inflation concerns.

• US10YT=X
• US2YT=X
• US30YT=X
• US5YT=X

US bond investors brace for 'hawkish cut,' spurn long-term bonds

Bond investors await a Fed rate cut while bracing for a slowdown in easing due to rising inflation concerns under the upcoming Trump administration.