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Bonds
US 10Y Yield Rises as US-Iran Talks Fail
The yield on the US 10-year Treasury note climbed to around 4.35% on Monday, reversing last week’s decline as escalating…
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Bonds
Japan 10Y Yield Hits Fresh 28-Year High
Japan’s 10-year government bond yield rose to around 2.48% on Monday, reaching its highest level since July 1997 as oil…
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Markets
Chinese Stocks Mixed as Caution Prevails
The Shanghai Composite edged down 0.2% to 3,980 on Monday, while the Shenzhen Component rose 0.5% to 14,386, as sentiment…
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Bonds
China 10Y Yield Hits Over 1-Month Low
China’s 10-year government bond yield fell to around 1.80% on Monday, hitting its lowest level in over a month as…
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Geo-Political
Trump Threatens China with 50% Tariff if It Helps Iran
Days after US President Donald Trump threatened sweeping economic penalties on countries aiding Iran’s military in its conflict with the…
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Economics
ADB Raises India GDP Forecast to 6.9% for FY2026–27
The Asian Development Bank (ADB) raised India’s GDP growth forecast to 6.9% for FY2026–27 from its previous estimate of 6.5%,…
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Banks
Oil: Motor fuel demand and behavior shifts – UBS
UBS economist Paul Donovan discusses how visible Oil prices at fuel stations interact with changing consumer behavior in major economies.…
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Banks
China: Inflation pressures build with energy – ING
ING’s Chief Economist for Greater China, Lynn Song, notes that China’s CPI inflation eased to 1.0% year-on-year after Lunar New…
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Banks
CNY: Trade normalization and growth risks – TD Securities
TD Securities expects China’s March exports to normalize after a strong Jan–Feb report, while imports could surprise on the upside…
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Banks
KRW: War risk keeps 1,450–1,550 range in focus – ING
ING’s Min Joo Kang notes that KRW is trading below 1,500, with near-term moves heavily dependent on Middle East developments.…
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