Natixis
May 19, 2026
US-Iran Talks Curb Oil and Bond Yields
Daily UpdateRates Govt BondsCommoditiesEquitiesEnergyInformation Technology
Diplomatic efforts between the US and Iran have temporarily halted a bond sell-off and cooled oil prices, though markets remain volatile. Meanwhile, strong Japanese GDP data points toward a potential BoJ rate hike in June.
Key Takeaways
- 1.Diplomatic progress between the US and Iran has stabilized bond yields and lowered Brent crude prices below $110/bbl.
- 2.Japan reported strong Q1 GDP growth of 2.1% (annualized), increasing expectations for a Bank of Japan rate hike in June.
- 3.M&A activity is prominent in the energy and infrastructure sectors, highlighted by NextEra Energy's $67bn acquisition of Dominion Energy.
Table of Contents
- MARKET LINES
- Rates
- FX
- Equities
- Credit
- Commodities
- HIGHLIGHTS
- DAY AHEAD
- MARKET RECAP
- INDUSTRY NEWS
- RESEARCH HIGHLIGHTS
- RESEARCH LATEST FORECASTS
- RESEARCH EVENTS
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Securities
Brent Crude10Y BundAAL.LNextEra EnergyTELEFO
Themes
Geopolitical VolatilityEnergy Market InstabilityMonetary Policy Divergence
Regions
North AmericaEuropeAsia PacificUnited StatesIranJapan
