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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
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