Список проголосовавших за комментарий " Overnight Treasury Summary<p><strong>Treasuries Try to Stage Rally</strong></p><ul><li>U.S. Treasuries are rallying this morning after five consecutive losing sessions as the U.S. Dollar Index extends Wednesday's decline by 0.42% at 100.75. The front end of the German yield curve is getting hit hard following the release of the January 19 ECB meeting minutes which said that deviating from the capital key in the asset purchase program could help to limit the extent of purchases below the deposit rate (currently -0.40%). The international economic data was rather light but the Bank of Indonesia did hold its policy rate steady at 4.75% and adopt a more hawkish tone. The Indonesian economy is one that would be vulnerable to Fed rate hikes and dollar strength because of its dependence on foreign and often dollar-denominated financing. Today's U.S. calendar features January Housing Starts. The S&P 500 is set to open down one point to 2,348.2 and WTI crude is adding 0.49% to $53.37/bbl. Gold is up 0.40% to $1,238/troy oz.</li><li><strong>Yield Check:</strong><br/> <ul><li>2-yr: -4 bps to 1.23%</li><li>5-yr: -4 bps to 1.97%</li><li>10-yr: -2 bps to 2.48%</li><li>30-yr: -1 bp to 3.07%</li></ul></li></ul><ul><li><strong>International News:</strong><br/> <ul><li>In Australia, employment grew by 13.5K workers in January, exceeding expectations but slowing from December's 16.3K growth<br/> <ul><li>The unemployment rate unexpectedly fell to 5.7% from 5.8%</li></ul></li><li>Indonesia's central bank kept the seven-day reverse repo rate at 4.75%, as expected<br/> <ul><li>Bank Indonesia Governor Martowardojo described the space for further easing as «not too wide» and maintained a «cautiously accommodative» stance</li></ul></li><li>The minutes from the European Central Bank's January 19 meeting showed that policymakers are becoming impatient with the lack of action on structural reform in the single currency bloc<br/> <ul><li>Governing council members were unfazed by the recent jump in inflation, and they considered it to be driven by energy prices and not broad price pressures</li><li>As for the asset purchase program, set to taper to EUR60 bln/month on April 1, the minutes said there is «some room for a trade-off between relative deviations from the capital key across jurisdictions and limiting the extent of purchase below the [deposit rate]</li></ul></li><li>France's unemployment rate fell less than expected to 10.0% for the fourth quarter from 10.1% for Q3</li><li>Italy's trade surplus unexpectedly widened to EUR5.8 bln for December from EUR4.19 bln in November<br/> <ul><li>Separately, Italy's parliament approved the creation of an EUR20 bln fund to recapitalize its banks</li></ul></li><li>Sweden's ILO Unemployment Rate remained at 6.9% in January, beating forecasts for an uptick</li><li>Brazil's IBC-Br Economic Activity Index was -0.26% in December, slightly below forecasts and worse than November's 0.20% reading</li><li>New York Fed President Dudley (FOMC voter) said on Wednesday night that „We expect to gradually remove further monetary policy accommodation and snug up interest rates a little bit further in the months ahead“<ul><li>William Dudley went on to say that the possibility of fiscal stimulus tilted the risks to the U.S. outlook more to the upside</li></ul></li></ul></li></ul><ul><li><strong>Data out Thursday:</strong><br/> <ul><li>January Housing Starts and Building Permits (08:30 ET)</li><li>Initial Jobless Claims for the week ending 2/11 and Continuing Jobless Claims for the week ending 2/4 (08:30 ET)</li><li>February Philadelphia Fed (08:30 ET)</li><li>Natural Gas Inventories for the week ending 2/11 (10:30 ET)</li></ul></li></ul>"