U.S. Treasury futures experienced strong upward momentum as market participants reacted to the latest inflation data. 2-Year T-Note futures reached their highest level of 2026, trading at 104'145. The move was driven by U.S. CPI data that came in lower than anticipated, suggesting headline inflation is trending near the Federal Reserve's target. The 2-Year yield fell 5.5 bps to 341 bps, marking its lowest point since September 2022. While the labor market remains resilient based on recent payroll data, the moderating inflation theme supported higher prices across the curve. The 10-Year yield moved back toward the 404 bps level as the yield curve showed signs of flattening on the back end. Traders remain focused on potential shifts in Federal Reserve policy if inflation moderation continues.
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