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T-Notes held to a 0-04+ range overnight, last -0-01 at 138-28+, dealing off NY lows, with cash Tsys trading 0.4-1.7bp richer across the curve, bull flattening, as Asia-Pac participants were happy to counter the modest NY dip that was inspired by positive fiscal headlines.
- Familiar sources of headline risk remain in focus, namely U.S. fiscal matters (after the White House confirmed that Trump administration remains open to a broader fiscal deal), the dynamic surrounding the U.S. Presidential race (as President Trump looks to get back on the campaign trail as soon as this weekend) and COVID-19 vaccine headline flow.
- Yields were ultimately little changed on the day on Thursday, on the back of the late fiscal headlines. Up until then they were a touch firmer, even as the latest 30-Year Tsy auction tailed by over 1.0bp. Still, the cover ratio and takedown metrics were roughly in line with the recent averages. Local data and Fedspeak was discounted.
- Fedspeak from Barkin headlines the U.S. docket on Friday.