Latest News

The global government bond market is stable after the recent selloff. A major Fed meeting looms.

On Tuesday, the global bond sale paused a bit and stocks began to drift as traders focused on the Federal Reserve meeting that was to be held next week. They also considered the potential implications of the U.S. permitting Nvidia’s second-best chip to be exported to China.

The Reserve Bank of Australia also?held? rates steady on Tuesday as expected, but it was more notable that they ruled out any further policy easing, and warned that the next step could be upwards if inflation pressures are stubborn.

The Australian dollar was just a few cents shy of its near three-month peak.

Bank of Canada, Swiss National Bank and both are expected to keep rates unchanged when they meet respectively on Wednesday and Thursday. However, comments made by Isabel Schnabel, a member of the European Central Bank's board of directors, have caused a stir, despite ECB not deciding policy until next Monday.

She warned that if rates are left unchanged too long, it could lead to a passive easing in monetary policy.

These remarks caused yields for German government bonds of all maturities to rise on Monday by the most in recent months. They also increased yields for U.S. Treasury Bonds.

The 10-year German benchmark rate was around a 9-month high at 2.84%. Meanwhile, the 10-year Treasury Rate fell by a similar amount to 4.15%.

Stocks also appeared to be?fairly calm. European and U.S. stock futures both rose a little bit on the day. Asian stocks, however, fell.

FED IN FOCUS

The Fed's meeting on Wednesday will be interesting because of the impact that worries about Japan's fiscal situation have had on Japanese government bond rates.

Investors should be aware of more than just the 25 basis point rate reduction.

"I think the markets could be shocked by the Fed chair Powell's tone and the summary of the economic projections," said Erica Camilleri, senior macro global analyst at Manulife Investment Management.

They will also reveal whether the next Fed chairman will be a nervous body about future rate cuts or happy to follow President Trump's wish for looser policies.

Kevin Hassett, White House Economic Advisor and top candidate for the Fed chair role, stated in an interview that interest rates should be continued to fall.

This raises questions about the Fed's future operations.

What happens when we consider 2027 and '2028? Does this Federal Reserve raise rates when we see an acceleration in growth? Is this a Federal Reserve with an easing bias? "Even if we have a reacceleration of growth and inflation, they will stay at the same rate?" said Camilleri.

NVIDIA RISES ON CHINA SALES NEWS

Investors also tried to understand the implications of U.S. president Donald Trump's statement that Washington would?allow Nvidia H200 processors, Nvidia’s second-best artificial Intelligence chips, to export to China, and collect a 25 percent fee on sales.

Nvidia shares rose around 2% during premarket trading, but Chinese tech stocks fell both onshore and in Hong Kong. Hong Kong's Hang Seng Tech Index lost almost 2%.

The currencies were also fairly stable. The euro was last worth $1.1649 and little has changed. Higher European yields are being matched by higher U.S. yields, while sterling is 0.22% higher, at $1.3347.

The yen remained flat at $156.1 per dollar, after initially weakening in the aftermath of a powerful earthquake which rocked Japan.

Oil prices in commodities stabilized after a 2% drop in the previous session, as participants in the market kept an eye on talks to end Russia’s war in Ukraine.

Brent crude futures fell 0.2% to $62.3 per barrel. U.S. West Texas Intermediate Crude was down 0.3% at $58.69. Reporting by Ankur banerjee from Singapore and Alun john in London. Editing by Shri Navaratnam, Saad Sayeed

(source: Reuters)