US 10-year yields headed for a break of 2.25%? - BBH

FXStreet (Guatemala) - Analysts at Brown Brothers Harriman noted that the US 10-year Treasury yield rose 20 bp over the course of last week, despite some disappointing data.

Key Quotes:

"Two factors that contributed to the increase was the active new corporate bond sales, which often uses Treasuries as a hedge, and the sell-off in European bonds that may have dragged the US down as well."

"There is a band of congestion just above last week's 2.12% high and extends to the 2.25% area."

"A strong employment report could see this area approached while a week report would likely see a rejection of the 2%+ yields and a return to the lower end of the range around 1.85%."

Leveraged funds reduced overall net long USD positioning - ANZ

Leveraged funds reduced their overall net long USD positioning by USD3.2bn to USD27.5bn in the week up to April 28th, according to ANZ Research.
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China PMI drags Asia, EZ Final PMIs, US Factory Orders – Next Up

The Antipodeans set off to softer start to the week following downbeat Chinese PMI numbers, with the Aussie shrugging off a set of better than expected Australian macro data. USD/JPY was wavering above 120 handle, easing-off fresh two-week highs reached at 120.30 on Friday.
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