Stock futures, bonds rally as U.S. acts to stabilise banks

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Stock futures, bonds rally as U.S. acts to stabilise banks
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Investors welcomed action on SVB deposits, though speculation is turning to the Fed and whether a high reading on U.S. consumer price figures would increase pressure to raise rates aggressively.

"These are strong moves," said Paul Ashworth, head of North American economics at Capital Economics.

Fed fund futures surged in early trading to imply only a 28% chance of a half-point hike, compared to around 70% before the SVB news broke last week. That, combined with the shift to safety, saw yields on two-year Treasuries dive 47 basis points on Thursday and Friday to stand at 4.58%, a long way from last week's 5.08% peak.

"Accelerating your pace of hikes in the face of a significant bank failure may not be the wisest play for the Fed, especially if subsequent problems emerge stemming from similar root causes – underwater rates portfolios," said John Briggs, global head of economics at NatWest Markets.

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