Federal Reserve data trace a fast climb. The 10-year yield sat at 4.96 percent on September 21 and 22, jumped to 5.11 percent on September 23, reached 5.18 percent on September 24 and closed at 5.17 percent on September 25, before trading near 5.21 …
Federal Reserve data show the 30-year yield at 5.34 percent on September 18, 5.29 percent on September 22, 5.40 percent on September 23 and 5.47 percent on September 24. At about 5.48 percent on September 28, the long bond stood roughly 27 basis points …
The August report, released September 11, was loud for a simple reason. Energy prices rose 2.1 percent on the month and 16.3 percent over the year, while gasoline climbed 3.9 percent and is up 27.4 percent from August 2025. That pressure has not eased …
In July, headline PCE prices rose 0.2 percent on the month and core PCE also rose 0.2 percent, leaving both annual rates well above the Fed's 2 percent target. Household finances looked stretched beneath the surface: personal income rose 0.4 percent, or USD 115.1 …
The final September reading confirmed a sharp slide in household mood, though it came in slightly above the preliminary 47.8. Survey director Joanne Hsu said sentiment is down 15 percent from January 2026, with views of personal finances weakening about 10 percent on persistent …
With the target range at 3.75 percent to 4.00 percent after the September 16 hike, the 2026 median of 4.1 percent implies one more quarter point increase before year end. The bigger shift is further out. The 2027 median rose 50 basis points, meaning …
The September 16 decision marked a clean break in the policy cycle. The FOMC reversed direction for the first time since July 2023, and not a single voter dissented. The statement declared that the Committee will deliver price stability, noted that inflation remains elevated, …
The September flash survey marks a clear break from tepid growth earlier in the year. The composite rose 2.4 points to 58.4, withManufacturingup 3.6 points to 56.7 and services, the larger share of activity, at 58.7. Firms added staff at the fastest pace since …
1. IRAN/OIL: Trump Denies a Sanctions-for-Nuclear Report as Qatar Mediates Separate US-Iran Tracks and Oil Holds Near $105
The latest Relative Rotation Graph for 28 September 2026 shows a concentrated momentum structure across US sectors. Technology is the only sector positioned in Leading, while Industrials and Health Care occupy Improving. Communication Services is positioned in Weakening, while Energy has now moved into …