US: MNI POLITICAL RISK - Trump Outlines Plan For Reciprocal Tariffs

Reuters, Kan, Axios, and the Jerusalem Post reporting that Hamas has "given a green light" to a hostage-for-ceasefire deal in Gaza, according to Israeli officials, with a final deal expected by Wednesday night or Thursday. 

• Barack Ravid at Axios notes on X: "A third Israeli official tells me: "There is a breakthrough in the hostage deal negotiations in Doha. Hamas military leader in Gaza Mohammed Sinwar gave his Ok""
• Ravid noted, prior to the above comme: "[An] Israeli official tells me: We are optimistic there is going to be a hostage and ceasefire deal by tomorrow at the latest"
• Amichai Stein at Kan reports: "Israeli officials tell [Jerusalem Post]: Hamas gave a green light to go ahead with the deal - "significant progess" and an attempt to reach a final deal by tonight or tomorrow"
• As noted in previous bullet, the risk of ultranationalist hardliners in the Israeli gov't scuppering a deal is believed to have reduced significantly, de-risking one of the primary threats to the durability of a deal. See: ISRAEL: Efforts To Reach Gaza Deal Resume, Risk From Israeli Hardliners Shrinks

Just in case, looking at the 10yr Yield, 5% is at 106.00 today.

Posted these Yesterday, and given where Yield terms are Today, these should still be near enough in futures term:

• 4.8500% = 106.30.
• 4.9000% = 106.20.
• 4.9500% = 106.10.
• 5.0000% = 106.00+.
• 5.0187% = 105.28+ (2023 high and highest since July 07).

Resistance in TYH5 is at 107.18+, followed by 107.28+, and a push to 108.03+ (not a tech Level), would represent a full reversal of Friday's NFP sell off.

• Secured Overnight Financing Rate (SOFR): 4.28% (-0.01), volume: $2.179T
• Broad General Collateral Rate (BGCR): 4.27% (-0.01), volume: $840B
• Tri-Party General Collateral Rate (TGCR): 4.27% (-0.01), volume: $825B
• (rate, volume levels reflect prior session)