In today’s briefing:
- Lucror Analytics – Morning Views Asia
Lucror Analytics – Morning Views Asia
- US markets were in risk-on mode overnight, amid strong earnings from tech companies.
- The S&P 500 was up 0.6% for the eighth consecutive day, while the Nasdaq gained 1.5%.
- US Treasuries steepened, with the 2Y yield shrinking by 5 bps but the 30Y gaining 3 bps as investors slightly curbed their bets on US interest-rate cuts this year given factory activity data, while keeping the inflation expectation further out.
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