Treasury Volatility Reawakens With Biggest Jump Since 2016

  • Merrill Lynch’s MOVE Index surged as 10-year yield tumbled
  • More volatility ahead as Treasury yields whipsaw investors
BofA's Subramanian Says Italy Won't Hurt U.S. Equities
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Italian politics just did what a correction in U.S. equities and a breach of 3 percent on the U.S. 10-year yield could not: knocked the Treasury market out of its slumber.

Rates volatility has re-emerged, with Merrill Lynch’s MOVE Index surging by 9 basis points on Tuesday. That’s the biggest one-day advance since February 2016 for the gauge, which tracks the implied volatility in U.S. debt across the yield curve. Around that time, fears of a hard landing in China’s economy sparked a retreat in risk assets that had traders placing non-trivial odds on the possibility of the Federal Reserve having to cut rates into negative territory.