GLOBAL RATES TRADER Quick Duration Break-20260720
GLOBAL RATES TRADER Quick Duration Break 17 July 2026 | 7:45PM BST Economics Research June's cooler inflation data has brought some reprieve to hawkish risks in the US. With Fed officials signaling a clear focus on the price side of the mandate, however, continued erosion in hike pricing requires further accumulation of quieting inflation news under a stable labor market baseline. Meanwhile, the relative stickiness in long-end yields makes sense given reduced cyclical risks and ongoing AI investment, so the ...