The US 10-year Treasury yield slipped to around 5.06% on Monday, hovering near four-week lows as dovish signals from Federal Reserve Chair Kevin Warshprompted traders to dial back bets on an October rate hike. Speaking at the IMF’s annual meetings in Bangkok on Friday, Warsh refrained from indicating the outcome of this month’s FOMC meeting […]
The fourth week of October could bring sharp share-price reactions as investors reassess semiconductor spending, industrial growth, AI infrastructure and corporate profitability. Following a turbulent week for valuations, the focus is shifting from headline earnings growth to the sustainability of future demand, profit margins and capital expenditure. Lam Research and GE Aerospace could benefit from […]
Government bond markets are showing mixed momentum, with yields rising across several major economies as investors reassess inflation risks, central bank policy expectations and the outlook for economic growth. Brazil leads the latest moves, while New Zealand and Greece also record notable increases. US Treasury yields are edging higher, keeping attention on the direction of […]
U.S. industrial production rose by 0.7% m/m in September , above the 0.4% forecast; the previous reading was revised from 0.0% to 0.1%. The U.S. Dollar Index futures contract (USDIDX) is falling for a second consecutive session, although it recovered slightly following the U.S. data. Source: xStation5
Housing starts in Canada rose 3% month-over-month to a seasonally adjusted annual rate of 248,896 units in September 2026, up from a revised 242,223 units in August and above market expectations of 232,500 units. Rural starts were estimated at 18,094 units. Actual monthly housing starts were down 11% year-on-year in centres with a population of […]
The US 10-year Treasury yield edged up to 5.11% on Friday, following an 11bps decline in the previous session, but remained down around 14bps for the week. Yields also stayed below the highs reached earlier this month, their highest levels since 2002. Investors continued to assess the Fed’s policy outlook, with comments from Chair Warsh […]
US export prices rose 2.2% in September, marking their strongest monthly increase since April and significantly exceeding market expectations of 1%. The acceleration from August’s 1.2% increase, combined with rising import prices, points to renewed cost pressures across the US economy. Annual export-price growth reached 11.6%, its highest level since July 2022, while import prices […]
The German 10-year Bund yield was little changed at around 3.42%, near a five-week low, and was down nearly 7bps for the week, tracking a global easing in borrowing costs as expectations for monetary policy tightening moderated. Remarks by Fed Chair Warsh at the IMF summit were interpreted as signalling that the Fed would leave […]
France’s 10-year OAT yield traded around 4.8%, hovering close to one week-lows and down nearly 5bps on the week, tracking a global easing in borrowing costs as expectations for monetary policy tightening moderated following remarks by Fed Chair Warsh at the IMF summit. In Europe, comments from ECB President Lagarde reinforced the case for a […]
Italy’s 10-year BTP yield hovered near 4.50%, remaining near a three-week low as expectations of a rate hike this month eased following remarks by Fed Chair Warsh. ECB President Lagarde noted that there were no signs yet of second-round effects from high energy prices, while markets still expect an ECB hike in December. Despite broader […]