2-Year Note futures are trading higher for a second consecutive session amid a notable dispersion between shorter and longer-dated Treasuries. U.S. economic data released this morning has revived discussions around stagflation, highlighting slowing growth coupled with persistent inflation pressures. Despite this, a recent 3-Year Note auction saw robust indirect foreign demand, offering short-term support to the front end of the curve. Yields reflected this divergence, with the 2-Year dropping 2 bps to 383 bps, while the 10-Year yield rose 1.5 bps, resulting in a 3.5 bps steepening of the curve. Fed officials continuing to voice concerns over inflation are keeping the market focused on shifting forward rate expectations and geopolitical tensions.
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