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US TSYS: Trade war headlines dominated the airwaves in Asia, with little notable
news flow elsewhere. Firstly, President Trump provided a gesture of goodwill to
China in the form of a 2-week delay to the next round of tariffs to be levied on
Chinese goods. This was followed up by a BBG report suggesting that "China may
allow companies to resume purchases of U.S. agricultural products in a show of
goodwill ahead of upcoming trade talks between the two countries." The latter is
really confirmation of recent press reports, while some had suggested that a
delay in tariffs could be in the offing after the October trade talks were
outlined. Risk-on flows were still seen, but the moves were limited.
- T-Notes last -0-06 at 129-23, off session lows, while the belly of the curve
underperformed in cash trade, marginally. Flow was dominated by a 20.0K block in
the FVV9 119.00 puts, with sources pointing to a seller. Elsewhere, there was a
5.0K buyer of the TYZ9 131.00/131.50/132.00 call tree.
- Eurodollar futures sit 0.50 to 3.5 ticks lower through the reds.
- CPI & 30-Year supply headline the local docket on Thursday, although the
latest ECB MonPol decision may supercede local matters.