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
Macro Rates
US markets wrap: Trump rules out pre-midterm Iran strike
Trump denies Iran attack before midterms; oil rebounds. OpenAI revenue miss hits tech stocks. US yields fall.
08/10/2026 20:516 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
Bitcoin Dips Below $81K as Crude Surges and Fed Signals Hawkish
Bitcoin fell below $81,000 on Thursday as oil surged and a Fed official signaled more rate hikes are likely.
08/10/2026 17:278 min read
Treasury's 30-year bond sale hits 5.618% high yield on $22B
The US Treasury auctioned $22 billion in 30-year bonds at a 5.618% high yield, achieving strong demand and a B grade.
08/10/2026 17:244 min read
JPMorgan Picks Two Stocks as US Bond Yields Surge
JPMorgan warns small-cap stocks face risk from rising bond yields but picks two stocks to own.
08/10/2026 16:429 min read
Atlanta Fed GDPNow estimate dips to 3.6% from 3.7%
The Atlanta Fed's GDPNow model for Q3 GDP growth was trimmed to 3.6% from 3.7% after weaker wholesale inventories data.
08/10/2026 15:337 min read
US wholesale inventories rose 0.5% in August, missing 0.7% forecast
US wholesale inventories rose less than expected in August, while wholesale sales surged.
08/10/2026 14:137 min read
Josh Young Warns of Currency Debasement as Oil Prices Surge
Bison Interests CEO Josh Young says oil inventories are depleting and warns of currency debasement, with WTI fair value near $105.
08/10/2026 13:487 min read
Vincent Deluard: French Bond Crisis, Bitcoin Outlook, and Market Risks
StoneX strategist Vincent Deluard warns of rising Treasury yields, bullish on Bitcoin and gold post-midterms.
08/10/2026 13:287 min read
Bailey: Monetary policy must be unwaveringly committed to returning inflation to target
Bailey said monetary policy must stay unwaveringly committed to getting inflation back to target, and that core market resilience needs strengthening.
08/10/2026 12:503 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
European Session: Yields Jump, Oil Surges, Stocks Slide
Treasury yields rise, oil prices surge, and European stocks fall as inflation worries persist.
08/10/2026 12:117 min read
BOE's Greene cautions UK wage growth could fuel persistent inflation
BOE's Megan Greene warns about persistent UK inflation and concerns over 3.5% wage growth next year.
08/10/2026 10:115 min read
Cheap money era ends, forcing investor strategy shift
Bond yields hit multi-decade highs, signalling the end of cheap money and forcing investors to demand higher returns.
08/10/2026 09:418 min read