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BOND SUMMARY: A BBG report re: the U.S. holding off on licenses for U.S. firms
to do business with Huawei was doing rounds early doors, putting a bid into core
FI paper. A degree of caution was already evident amid the breakdown of Italian
ruling coalition. T-Notes eased off an early session high of 130-08+ and last
trade +0-05 at 130-02+. Cash Tsy yields are sitting 2.0-2.6bps lower across the
curve. Eurodollars last seen unch. to 2.5 ticks higher through the reds.
- JGB futures last trade 18 ticks above settlement at 154.59. Yields trade
slightly lower across the curve, ahead of the 1-5 & 10-25+ Year BoJ Rinban ops,
due shortly. Muted reaction noted to better than exp. flash GDP out of Japan.
- Australian FI has been driven by comments from RBA Gov Lowe, as well as the
broader risk backdrop. The paper softened as Lowe said that Australian economy
"may have reached a gentle turning point," while a knee-jerk higher was noted on
a quickly downplayed mention of unconventional policy tools. YM trades -0.5
tick, XM +2.0 ticks. The yield curve has twist flattened a tad, with yields
sitting -2.5bps to +0.4bp. Bills are unch. to 3 ticks lower through the reds.
RBA's SoMP & China's inflation data provide the remaining highlights today.