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Markets Lift as U.S. Captures Maduro, Oil Falls and Yields Ease

Money markets now imply two Federal Reserve cuts in 2026 with a roughly one-in-four chance of a third.

Overview

  • U.S. forces attacked Venezuela over the weekend, captured President Nicolás Maduro, and flew him and his wife Cilia Flores to New York, according to reports.
  • A U.S. federal indictment filed Saturday charges Maduro and Flores with narco-terrorism conspiracy and related crimes.
  • President Donald Trump said the U.S. would run Venezuela until a transition, a remark Secretary of State Marco Rubio appeared to temper the next day.
  • Treasury yields slipped with the 10-year near 4.17% and the 2-year around 3.46% as oil prices fell and U.S. stock futures rose, led by technology shares.
  • Treasuries’ early gains later cooled as corporate bond issuance picked up and crude prices bounced, though rate markets still price two cuts this year and roughly a 25% to 30% chance of a third.