Natixis
May 13, 2026
Cease-Fire on Massive Life Support
Daily UpdateRates Govt BondsCommoditiesEquitiesFinancialsReal Estate
Geopolitical tensions regarding a failing US-Iran ceasefire are driving up oil prices and pressuring risky assets, while UK political turmoil is weighing on Gilts.
Key Takeaways
- 1.The US-Iran ceasefire is at high risk of collapse, with President Trump describing it as on 'massive life support' and considering a return to combat operations.
- 2.UK political instability and calls for Prime Minister Starmer's resignation have triggered a sell-off in the Gilts market, with 30-year yields rising nearly 9bp to 5.67%.
- 3.Market focus is shifting toward upcoming US April inflation data, with headline CPI expected to rise to 3.7%.
Table of Contents
- MARKET LINES
- Rates
- FX
- Equities
- Credit
- Commodities
- HIGHLIGHTS
- DAY AHEAD
- MARKET RECAP
- INDUSTRY NEWS
- Transportation & Mobility
- RESEARCH HIGHLIGHTS
- RESEARCH LATEST FORECASTS
- RESEARCH EVENTS
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Securities
Intesa SanpaoloCommerzbankVNABMW.DEUK 30-year GiltBrent Crude
Themes
Geopolitical EscalationInflationary PersistenceArtificial Intelligence in Commercial Real Estate
Regions
EuropeNorth AmericaMiddle EastUnited StatesUnited KingdomIran