U.S. Treasury futures attracted modest buying interest, climbing to their intraday highs, while the yield curve extended its bull-flattening trend. This movement followed the release of the December ADP employment report, which showed an increase of 41,000 jobs, falling short of the 50,000 consensus forecast.
Yields across maturities declined by 1 to 4.5 basis points, reflecting a bull-flattening dynamic. The 2s10s and 5s30s spreads narrowed by 3 basis points and 2 basis points, respectively.
Overnight Index Swaps (OIS) tied to Federal Reserve meeting dates showed little change following the data release. Market pricing for the January policy meeting implied approximately 3 basis points of easing, with a cumulative total of about 12 basis points of cuts priced in for both the January and March meetings combined.
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