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BONDS: Look Through Equity Weakness

BONDS
BulletMarketsFixed Income Bullets

No real lasting impact in core global FI markets as e-minis weaken here, Very modest bid in Tsys quickly unwound, while gilts and Bunds don’t react.

  • For U.S. equities, quarterly earnings reports from Meta, Microsoft and Tesla are due after-market today, with increased focus on capex and expectations for AI revenues this year after DeepSeek’s AI well-documented advances and subsequent equity vol.
  • We have already suggested that while a direct comment on DeepSeek is highly unlikely, company boards will be cognisant of the risk of sizeable AI spending announcements being received poorly by an already sensitive investor base.
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No real lasting impact in core global FI markets as e-minis weaken here, Very modest bid in Tsys quickly unwound, while gilts and Bunds don’t react.

  • For U.S. equities, quarterly earnings reports from Meta, Microsoft and Tesla are due after-market today, with increased focus on capex and expectations for AI revenues this year after DeepSeek’s AI well-documented advances and subsequent equity vol.
  • We have already suggested that while a direct comment on DeepSeek is highly unlikely, company boards will be cognisant of the risk of sizeable AI spending announcements being received poorly by an already sensitive investor base.