In today’s briefing:
- Lucror Analytics – Morning Views Asia
Lucror Analytics – Morning Views Asia
- UST yields plunged on Friday, as the market priced in additional Fed easing following the weak August nonfarm payrolls data.
- As of Friday, Fed-dated OIS were pricing in a full 25-bp rate cut in September, and 69 bps of cuts in the remainder of 2025 (vs. 61 bps as of Thursday).
- The UST curve bull flattened, with the yield on the 2Y UST falling 8 bps to 3.51%, while that on the 10Y UST was down 9 bps at 4.07%.
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