Market Signals

📊 10-Year TIPS Real Yield: 2.26 % (+0.01pp)

📊 10-Year Breakeven Inflation: 2.23 % (+0.00pp)

📊 ICE BofA US High Yield OAS: 2.75 bp (+0bp)

📊 10-Year Treasury Yield: 4.48 % (+0.04pp)

📊 10-Year Breakeven Inflation: 2.23 % (-0.01pp)

WHEN AND HOW WILL CHINA EASE CAPITAL CONTROLS? - SCMP

NVIDIA’S LONGTIME SALES CHIEF RETIRES - THEINFORMATION

📊 10-Year Treasury Yield: 4.44 % (+0.06pp)

📊 ICE BofA US High Yield OAS: 2.75 bp (-0bp)

📊 ICE BofA US High Yield OAS: 2.80 bp (-0bp)

📊 Chicago Fed Nat'l Financial Conditions: -0.51600 index (+1.78%) ⚠️

ECB MULLS DOUBLING UNREMUNERATED CAPITAL RESERVE REQUIREMENTS FOR BANKS - REPORT - SEEKINGALPHA

UNICYCIVE PLUMMETS FOLLOWING SECOND CRL FOR OLC FOR HYPERPHOSPHATEMIA - SEEKINGALPHA

ASIAN SHARES MOSTLY HIGHER TRACKING WALL STREET GAINS AND OIL STABILIZES | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANALYSIS

INTERVIEW / HALVED IN VALUE : HOW THE YEN LOST ITS POWER IN A DOWNWARD SPIRAL | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANALYSIS

📊 ICE BofA US High Yield OAS: 2.83 bp (+0bp)

📊 10-Year Breakeven Inflation: 2.2 % (-0.01pp)

US AND IRAN EXCHANGE STRIKES FOR FIRST TIME SINCE CEASEFIRE

Policy Hub examines the effect of pandemic-era supply-chain disruptions on consumer prices. Delivery shortfalls squeezed product availability, pushing

U.S. STRIKES IRAN AFTER MORE CEASEFIRE VIOLATIONS

U.S. STRIKES IRAN IN RESPONSE TO DRONE ATTACK ON CARGO SHIP THAT TRUMP SAYS VIOLATED CEASEFIRE — via PBS

U.S. STRIKES IRAN AFTER TRUMP SAYS TEHRAN VIOLATED CEASEFIRE AGREEMENT — via SEEKINGALPHA

TRUMP ACCUSES IRAN OF BREACHING CEASEFIRE DEAL WITH HORMUZ DRONE ATTACK — via SEEKINGALPHA

INDIA'S IPO MARKET DRAWS HOPE FROM BLOCKBUSTER LISTINGS, IRAN PEACE DEAL — via NIKKEI

IONIS PHARMACEUTICALS, INC. (IONS) DISCUSSES FDA APPROVAL OF TRYNGOLZA FOR SEVERE HYPERTRIGLYCERIDEMIA AND ACUTE PANCREATITIS RISK REDUCTION TRANSCRIP

GDP GROWTH UNEXPECTEDLY REVISED HIGHER FOR FIRST QUARTER

GARY BLACK SAYS TESLA STOCK CONTINUES TO UNDERPERFORM NASDAQ 100 DESPITE 10 - YEAR TREASURY YIELD DROP AND

GEOPOLITICAL GAME THEORY: This Iran War Energy Cost Tracker from Brown is a solid tool for investors and voters who wish to keep tabs on the economic

HERTZ SHARES CRATER ON STOCK OFFERING, LOWERED GUIDANCE — via SEEKINGALPHA

📊 ICE BofA US High Yield OAS: 2.65 bp (-0bp)

📊 Chicago Fed Nat'l Financial Conditions: -0.50500 index (+0.40%) ⚠️

US SUSPENDS IRAN OIL SANCTIONS , SAYS NUCLEAR INSPECTORS TO RETURN AMID OPTIMISM AFTER FIRST TALKS

📊 10-Year TIPS Real Yield: 2.23 % (+0.09pp)

📊 10-Year Breakeven Inflation: 2.26 % (-0.03pp)

📊 Chicago Fed Nat'l Financial Conditions: -0.50600 index (+0.80%) ⚠️

EDITORIAL : BOJ MUST CARRY ON WITH INTEREST RATE HIKES WHILE WEIGHING RISKS | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANALYSIS

NTT HOPED TO LEAD OPTICAL DATA NETWORKS. AI AND NVIDIA CHANGED THAT — via NIKKEI

SILVER PRICES RISE ON U.S.-IRAN CEASEFIRE DEAL

GOLD MOVES HIGHER FOLLOWING US-IRAN CEASEFIRE AGREEMENT

OIL PRICES PLUNGE TO THREE-MONTH LOW, NASDAQ SURGES 3.1% — Chosun Ilbo

📊 Real Yield Trend: 2.17% (13-week change: +0bp, rising)

📊 10-Year TIPS Real Yield: 2.17 % (+0.01pp)

US-IRAN PEACE DEAL RALLY FADES; AI AND CHIP STOCKS PARE GAINS

ENERGY SHARES SINK AS U.S.-IRAN PEACE DEAL LOWERS OIL DISRUPTION RISK

RV STOCKS RISE AS IRAN-U.S. PEACE DEAL EASES FUEL COST CONCERNS

NASDAQ-100 JUMPS 2.5% — U.S.-IRAN PEACE DEAL IGNITES TECH RALLY

ANTHROPIC BLOCK MARKS US REVERSAL , WARNING TO SILICON VALLEY

US AND IRAN ANNOUNCE CEASEFIRE AGREEMENT — VIA ALJAZEERA

“BOTH SIDES, ISRAEL AND IRAN, ARE LOOKING TO DO AN IMMEDIATE CEASEFIRE! FINAL NEGOTIATIONS ON “PEACE” ARE PROCEEDING, SUBJECT TO IGNORANCE OR STUPIDIT

BREAKING: IRAN REJECTS TRUMP'S CLAIM TODAY THAT A DEAL IS "VERY CLOSE" AND THAT IRAN IS "INTERESTED" IN SIGNING IT, WITH AN IRANIAN OFFICIAL TELLING C