Columbus Day keeps US bond market shut while stocks trade; thin liquidity in focus
US bond markets are shut Monday for Columbus Day while stocks stay open, and the absence of Treasury yields raises thin-liquidity worries.
12/10/2026 04:027 min read
Fed
CICC urges shift to dividend payers as China growth stocks falter
CICC advises Chinese investors to adopt a 'technology plus dividends' barbell strategy after growth stocks corrected on external risks and Fed rate hike.
12/10/2026 01:1215 min read
MUFG sees September US CPI at 3.6%; core surprise needed for October Fed hike
MUFG sees September US headline inflation at 3.6% and core easing to 0.2%, saying an upside surprise is needed to revive October Fed hike bets.
12/10/2026 00:4212 min read
Asia trading starts thin as Tokyo and US Treasury markets close for holidays
Holidays in Tokyo and US Treasuries slow Asia at week start; busy week ahead with CPI, banks, and Warsh.
11/10/2026 21:1215 min read
Bank Shares Slide as Bond Losses Pass $326.7 Billion: SVB Repeat?
Bank stocks across the US, Europe and Singapore slid after Treasury yields climbed, with US lenders' unrealized bond losses at $326.7 billion.
11/10/2026 09:4310 min read
Bitcoin ETFs Suffer $729M Outflows in Two Days as Investors Turn Bearish
Investors withdrew $729 million from spot bitcoin ETFs over two days, citing Fed rate-hike speculation and geopolitical tensions. Bitcoin traded near $82,688,…
09/10/2026 17:127 min read
UMich October preliminary consumer sentiment 46.3, missing 47.8 forecast
October preliminary UMich consumer sentiment fell to 46.3, below the 47.8 expected, with inflation expectations ticking up.
09/10/2026 14:128 min read
Bessent taps former Fed nominee Judy Shelton as adviser
Treasury Secretary Scott Bessent has hired Judy Shelton, a former Federal Reserve board nominee, as an adviser.
09/10/2026 12:352 min read
$166B Rush Into Cash as Bond Yields Hit 24-Year Highs
Investors moved $166.4B into money market funds in a week, the most since April 2020, as bond yields hit 24-year highs.
09/10/2026 12:118 min read
Oil price shocks and their far-reaching market impact
An oil price increase can impact airfares, grocery costs, bond yields, and stock markets through inflation and monetary policy.
09/10/2026 07:017 min read
Gold approaches $4,180 as yields retreat and dollar rally stalls
Gold nears $4,180 on lower Treasury yields and a weaker dollar, but Fed tightening risks loom.
09/10/2026 02:3513 min read
Morgan Stanley bond veteran turns bullish on US Treasuries after 10-year hiatus
Vishal Khanduja of Morgan Stanley turns bullish on US Treasuries for first time in decade, adding duration as yields near 5.4%.
08/10/2026 22:1315 min read
Musalem: More Policy Tightening Necessary to Lower Inflation
St. Louis Fed President Musalem said more monetary tightening is needed to bring inflation back to target, with the economy strong and job market balanced.
08/10/2026 18:267 min read
Weekly US initial jobless claims landed at 197K, below the 200K forecast
US initial jobless claims totaled 197K last week versus a forecast 200K, with continuing claims at 1716K against a 1708K estimate.
08/10/2026 12:478 min read
Fed's Waller: More hikes needed, pace can bend, Sept jobs dip not a worry
Fed Governor Christopher Waller said more rate hikes are likely but the pace can be flexible, and he played down September's jobs weakness.
08/10/2026 08:479 min read