ECB: One-year ETS2 Delay Prompts Steepening In 2s3s EUR Inflation Curve

Nov-05 12:11

EU member states have agreed to delay ETS2 - the new carbon market pricing scheme - by one year to 2...

Historical bullets

JGBS: Futures Backs Towards Lows As PM's Advisor OK's BoJ December Rate Hike

Oct-06 12:11

JGB futures trade back towards overnight session lows on the endorsement of a December (albeit not October) BoJ rate hike from PM Takaichi's advisor Honda. Contract last 135.70. Initial support at the September 26 low (135.67), which was tested earlier.

JPY: USDJPY Slips Back to Y150 as Takaichi Advisor Talks Up Currency

Oct-06 12:03

"*TAKAICHI ADVISER HONDA: A BOJ RATE HIKE IN OCTOBER IS DIFFICULT" - bbg
"*HONDA: YEN GOING BEYOND 150 TO DOLLAR IS A BIT TOO MUCH"
"*TAKAICHI ADVISER HONDA: DON'T SEE PROBLEM WITH A DECEMBER HIKE"

  • USDJPY slipping on these Honda headlines - likely on the view that JPY beyond Y150 is a "bit too much" - and endorsement of BoJ tightening, even if only in December rather than October.
  • USDJPY down to Y150.00 again before stabilising just above the figure.

SPAIN T-BILL AUCTION PREVIEW: On offer tomorrow

Oct-06 12:02

Tesoro Publico has announced it will be looking to sell a combined E5.0-6.0bln of the following letras at its auction tomorrow, October 7:

  • the 6-month Apr 10, 2026 letras
  • the new 12-month Oct 9, 2026 letras