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G7 yields highest since 2004, 30's JGB 4.15%, UST 5.15%.. / Who paused strikes on Iran ? / Xi refused to meet any U.S CEO's..

  • sc0172
  • 21 hours ago
  • 3 min read

  • Iran update : Donald Trump said he called off a strike on Iran planned for Tuesday after an appeal by the leaders of Persian Gulf allies, who called for more time to pursue a diplomatic resolution.  “I put it off for a little while, hopefully maybe forever, but possibly for a little while, because we’ve had very big discussions with Iran, and we’ll see what they amount to,” Trump said at a White House event on Monday evening, hours after his announcement in a social media post, crude is still 105+..

  • Trump reportedly paused additional strikes on Iran partly over Pentagon concerns that Tehran was becoming more effective at tracking U.S. air operations and improving its air defenses - NYT... TACO supreme...

  • Markets : and this matters now...'G7 government bond yields at highest levels since 2004', JGB 30's now 4.15, UST's 5.15% (keep spending and increase debt?.. #bondvigilane out in force now.. )..., equity markets rallied again into the close as Trump TACO'ed - what else, WTI still $109 though..., yields now really going to hurt risk overall, let alone if bonds have a 'free fall'

  • Xi Jinping REFUSED to meet with any billionaire CEO’s Trump brought along to China

  • Rubio just said something every investor with global exposure needs to hear. China has a plan. They believe they will surpass the United States and become the world's most powerful country. And they are executing on that plan

  • IMF staff: UK government must stay course on deficit reduction, given market pressures and greater implementation risks

  • Putin is traveling to Beijing for talks with Xi Jinping as the Iran war offers Russia an opportunity to deepen energy links with China. Putin and Xi are due to meet tomorrow

  • Crude : The U.S. injected ~9.9 million barrels of oil from its Strategic Petroleum Reserve into the market last week. That’s a record high flow of >1.4 million barrels a day. It’s the second consecutive SPR record high flow rate


And that's really beginning to matter for risk in general dailyspark-2026-05-17.pdf

'G7 government bond yields at highest levels since 2004' / Apollo

Driven by :

1) renewed inflationary pressure from elevated energy prices as the Middle East conflict disrupts global oil supply,

2) persistently large government deficits requiring ever-increasing bond issuance,

3) the end of central bank quantitative easing with the Fed balance sheet potentially shrinking, and

4) investors demanding higher term premiums and inflation premiums amid deglobalization and increased geopolitical fragmentation.




























 
 
 

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