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Commerzbank on Overnight News

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-- Commerzbank in its "European Sunrise" note of Tuesday highlighted:

Markets: United States Treasuries and German Bunds stay on the back foot. Japanese government bond curve flattens from both sides after the Bank of Japan rate decision, with odds for June hike lifted above 70%. S&P closes at a new record and e-minis stay supported, Nikkei falls. Brent rises above US$109/barrel. The euro (EUR) weakens, yen (JPY) rallies.

Iran war: President Donald Trump is reviewing the Iran proposal and will address the matter "very soon," says White House spokeswoman. NYT reports Trump is "dissatisfied" with the proposal, WSJ says he is "wary." Secretary of State Marco Rubio says Iran's offer is better than expected, but questioned whether the person who submitted it had the authority to do so. Rubio also said Iran wants control of the Strait of Hormuz, which is unacceptable.

U.S.: International carmakers threaten to pull cheapest models from the U.S. without a trade deal (WSJ).

==EUROPE:

Germany: The finance ministry is preparing several options to deal with budget widening, including debt brake exemption on the emergency clause (Bloomberg).

U.K.: British BRC shop prices fell to 1% year over year in April from 1.2%, consensus was looking for an increase to 1.4%.

==ASIA:

Japan: The BoJ keeps rates on hold in a 6-3 vote, core inflation forecast for this year was raised to 2.8%.

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