Huge Rally After More Powerful Peace Offer Statement

Huge Rally After More Powerful Peace Offer Statement

Thu, Jun 11 2026, 4:40 PM

Big Rally After More Strong Peace Deal Announcement

This morning’s commentary noted Trump comments regarding prepared air strikes for today. Bonds responded, however kept some uncertainty. That proved to be a great impulse. At roughly 1:30 pm, Trump stated the air campaign were cancelled and that all parties had settled on an offer, and that a time/place for signing would be revealed soon. There wasn’t as much push back versus those claims by foreign sources as we’ve often seen in action to similar claims of deals being reached. Stocks rose. Oil plunged. 10yr yields dropped another 8bps for a total of more than 10 on the day. Practically every loan provider repriced by a healthy amount. Now we await whammies or no whammies.

• • Continued Claims (May)/ 30
    • 1,795 K vs 1780K f’cast, 1777K prev
  • Core PPI m/m (May)
    • 0.4% vs 0.5% f’cast, 1% prev
  • Core PPI y/y (May)
    • 4.9% vs 5.4% f’cast, 5.2% prev
  • Unemployed Claims (Jun)/ 06
    • 229K vs 219K f’cast, 225K prev
  • PPI m/m (May)
    • 1.1% vs 0.7% f’cast, 1.4% prev
  • PPI y/y (May)
    • 6.5% vs 6.4% f’cast, 6% prev

08:45 AM

Initially weaker after PPI and war headings, however discovering some footing. MBS up an eighth and 10yr down 2.8 bps at 4.527

01:03 PM

MBS up 2 ticks (.06) and 10yr down 1.7 bps at 4.537. Weakest levels because this morning

01:51 PM

MBS up half a point and 10yr down 8.2 bps at 4.472

03:24 PM

MBS up 5/8ths. 10yr down 10.2 bps at 4.453

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