• STLA
• US10YT=X
• US500
• VIX

Is Powell too dovish? This strategist thinks so

The Fed's upcoming meeting may signal a tougher stance on inflation due to stronger than expected data, challenging previous dovish decisions amid rising costs for lower-income households.

• DXY
• US10YT=X

Instant view: Warm Sept CPI inflation chills outlook for dovish Fed

U.S. consumer prices rose more than expected in September, indicating rising inflation but potentially keeping the Federal Reserve on track for future interest rate cuts.

• CME
• DJI
• IXIC
• US10YT=X
• US500

US inflation rises 2.4% in September, slightly hotter than expectations

US inflation slowed in September, exceeding expectations and complicating Federal Reserve's rate cut considerations amid rising unemployment claims and core CPI acceleration.

• US10YT=X

US bond term premium turns positive again amid election uncertainty

The U.S. Treasury 10-year term premium turned positive, reflecting economic resilience and election uncertainty, while inflation expectations also rose amid fiscal concerns leading up to the election.

• US10YT=X

US 30-year mortgage rate jumps to 6.36%, biggest weekly gain in 15 months

U.S. mortgage rates hit 6.36%, marking the largest weekly increase in over a year, driven by positive economic data and expectations of fewer Fed rate cuts.

• US10YT=X
• US30YT=X
• US5YT=X

Wider US deficits, inflationary trade policies threaten bond outlook, says PIMCO

PIMCO warns that post-election U.S. budget deficits and inflationary policies may negatively impact government bonds, despite a short-term easing approach from the Federal Reserve.

• CL
• GOOGL
• US10YT=X

Morning Bid: Braced for Milton as oil recoils, China retreats

• US10YT=X
• US2US10=RR
• US2YT=X
• US500

SPX vulnerable to corrections when yield curve steepens: BofA

• EUR/USD
• LCO
• NZD/USD
• SSEC
• TIOc1
• US10YT=X
• US2YT=X

China's scorching rally takes a breather to wait on stimulus

Chinese shares and commodities declined amid tempered recovery expectations, while U.S. markets steadied on hopes for economic resilience and potential interest rate cuts.

• US10YT=X
• US500
• USD/CNY

Investors read Fed tea leaves, shrug off China stimulus