Bonds

Jobs Data Takes Inflation’s Place in Stoking Treasury Swings

  • Labor market conditions may now be the Fed’s key policy driver
  • Bond moves after CPI releases have become more subdued

The U.S. Treasury building in Washington, D.C.

Photographer: Samuel Corum/Bloomberg
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Swings in the $29 trillion Treasury market have gotten smaller in reaction to fresh US inflation data, taking a back seat to labor market prints where volatility has accelerated.

Two-year Treasury yields increased by about 1 basis point as of Wednesday afternoon after November’s consumer price index came in line with economists’ estimates. An inflation print with no major surprises supported a muted response.