Daily brief
ANZ on FOMC & US Data, 10s +2bp — desk brief, Mon 13 Jul 2026
Treasuries (close 2026-07-10): 2s 4.21% (+5.0bp), 10s 4.56% (+2.0bp), 30s 5.06% (+1.0bp).
Tape (close 2026-07-10): VIX 15.03, 2s10s +35bp.
Narrative: Fed's Waller: Not interested in symbolic rate hikes.
What mattered:
- ANZ on FOMC & US Data
- India's retail inflation accelerates to 4.38%, raising rate hike expectations
- Investors Expect ‘Sunshine and Rainbows’ This Earnings Season
- Romanian Inflation Starts to Ease as Oil Still Casts Shadow
- MUFG: FX Weekly