In today’s briefing:
- Lucror Analytics – Morning Views Asia

Lucror Analytics – Morning Views Asia
- The UST curve twisted steeper on Friday, continuing the steepening trend following the Fed’s rate cut decision last Wednesday.
- The yield on the 2Y UST declined 2 bps to 3.52%, while the yield on the 10Y UST rose 3 bps to 4.18%.
- Equities fell on investor anxiety over AI stocks, after Broadcom provided a disappointing sales outlook.

