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The yield on the 10-year US Treasury note rose past 4.5% on Tuesday, the highest since February, as improved trade flows lifted the outlook for growth and interest rates. The US and China jointly lowered their tariffs against each other for the next 90 days to ease concerns that trade barriers would cause a recession in the US this year, triggering a sharp rebound in risk sentiment and long-dated US Treasury yields. Consequently, rate traders reconsidered positions that reflected aggressive easing by the Federal Reserve this year, moving to price two rate cuts by December instead of four cuts priced last week. This was despite a softer-than-expected CPI print for April, as evidence of input stockpiling by firms prior to tariffs by the US likely delayed the immediate impact of levies on the price of goods and services for households.

US 10-Year Yield Rises to 3-Month High

Frankfurt's DAX closed about 0.5% down at 23,503 after a choppy session on Wednesday, in line with most European peers. Traders took a breather following a sustained four-day rally to all-time highs in the wake of the trade truce between the US and China, and the surprise slowdown in US inflation. Meanwhile, investors eyed a fresh batch of corporate earnings reports. At the bottom of the index, Bayer slumped over 10% as US President Trump was due to pass policy to cap drug prices. Brenntag fell about 2%, after posting weaker-than-expected core earnings for the quarter. On the upside, Daimler Truck and E.ON were the top performers, after reporting their quarterly results.

DAX Snaps 4-Day Rally

The FTSE 100 edged lower on Wednesday, weighed down by disappointing corporate updates. Shares of Imperial Brands plunged by around 7% after the surprise announcement that CEO Stefan Bomhard is stepping down. Meanwhile, credit data firm Experian also fell, down 2.8%, after issuing growth guidance for the year that slightly missed analyst expectations. In contrast, the FTSE 250 continued its upward momentum, helped by a strong rally in Burberry shares following better-than-expected earnings. Investors are now turning their focus to upcoming UK GDP data, expected to show stronger quarterly growth but a slower year-on-year pace, which could influence expectations for Bank of England policy decisions.

FTSE 100 Falls on Wednesday

European stocks closed slightly lower, halting the strong momentum for equities from the week as markets took profits and continued to assess risks to the European corporate outlook from pending tariffs by the US. The Eurozone's STOXX 50 lost 0.3% to close at 5,400 and the pan-European STOXX 600 pulled back 0.4% to 542. Consumer discretionary extended their volatile momentum to record losses, with LVMH and Kering dropping 2% and 3%, while L'Oreal slumped 3.3%. In turn, healthcare continued to decline as US President Trump was due to pass policy to cap drug prices, with Sanofi and Bayer losing 1% and 2%, respectively. On the other hand, banks closed firmly higher with Santander, UniCredit, and ING gaining over 1%. In the UK, Burberry soared 8.9% following the announcement of several organizational changes.

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