US Treasuries
- UST 10s closed today at 4.135%. Our 1st weekly resistance zone is 4.12% – 4.13% (90% shot to hold) and our 2nd weekly resistance zone is 4.085% – 4.095%. Our 1st monthly resistance zone of 4.035% – 4.065% has held for 10 months.
- Our 1st weekly support zone is 4.22% – 4.23%.
Daily Total US Treasury Trade Fails
As of 1/06/2026, U.S. Treasury Fails were $37.50 billion and U.S. Agency Fails were $22.96 million.
Intraday Commentary From Jim Bianco
Bloomberg: Trump to Target Institutional Purchases of Single-Family Homes
Jim Bianco: Corporations own less than 2% of all homes, and some measures have it at less than 1%. They are a popular scapegoat, but this was never the problem.
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Upcoming US Treasury Supply
Upcoming Economic Releases & Fed Speak
- 1/08/2026 at 07:30am EST: Challenger Job Cuts YoY / Total
- 1/08/2026 at 08:30am EST: Nonfarm Productivity / Unit Labor Costs
- 1/08/2026 at 08:30am EST: Initial Jobless Claims / Initial Claims 4-Wk Moving Avg / Continuing Claims
- 1/08/2026 at 08:30am EST: Trade Balance / Exports MoM / Imports MoM
- 1/08/2026 at 10:00am EST: Wholesale Inventories MoM / Wholesale Trade Sales MoM
- 1/08/2026 at 11:00am EST: NY Fed 1-Yr Inflation Expectations
- 1/08/2026 at 03:00pm EST: Consumer Credit
- 1/09/2026 at 08:30am EST: Two-Month Payroll Net Revisions
- 1/09/2026 at 08:30am EST: Change in Nonfarm Payrolls / Private Payrolls / Manufacturing Payrolls
- 1/09/2026 at 08:30am EST: Nonfarm Payrolls 3-Mo Avg Chg
- 1/09/2026 at 08:30am EST: Average Hourly Earnings MoM / YoY / All Employees
- 1/09/2026 at 08:30am EST: Unemployment Rate / Labor Force Participation Rate / Underemployment Rate
- 1/09/2026 at 08:30am EST: Census Releases Sept – Oct Housing Starts
- 1/09/2026 at 08:30am EST: Housing Starts / Building Permits / Housing Starts MoM / Building Permits MoM
- 1/09/2026 at 10:00am EST: U. of Mich. Sentiment / Current Conditions / Expectations
- 1/09/2026 at 10:00am EST: U. of Mich. 1 Yr Inflation / 5-10 Yr Inflation
- 1/09/2026 at 12:00pm EST: Household Change in Net Worth
- 1/09/2026 at 01:35pm EST: Fed’s Barkin Repeats Outlook Speech
- 1/12/2026 at 12:45pm EST: Fed’s Barkin Participates in a Fireside Chat
- 1/12/2026 at 06:00pm EST: Fed’s Williams Delivers Keynote Remarks
- 1/13/2026 at 06:00am EST: NFIB Small Business Optimism
- 1/13/2026 at 08:15am EST: ADP Weekly Employment Change
- 1/13/2026 at 08:30am EST: CPI MoM / YoY
- 1/13/2026 at 08:30am EST: Core CPI MoM / YoY / Core CPI Index SA
- 1/13/2026 at 08:30am EST: Real Avg Weekly Earnings YoY / Real Avg Hourly Earnings YoY
- 1/13/2026 at 10:00am EST: Census Releases Sept – Oct New Home Sales Reports
- 1/13/2026 at 10:00am EST: New Home Sales / MoM
- 1/13/2026 at 10:00am EST: Fed’s Musalem Speaks on MNI Webcast
- 1/13/2026 at 02:00pm EST: Federal Budget Balance
- 1/13/2026 at 04:00pm EST: Fed’s Barkin in Moderated Conversation
- 1/14/2026 at 07:00am EST: MBA Mortgage Applications
- 1/14/2026 at 08:30am EST: BLS to Release Oct. and Nov. PPI on Jan. 14
- 1/14/2026 at 08:30am EST: PPI Final Demand MoM / PPM Ex Food and Energy MoM
- 1/14/2026 at 08:30am EST: PPI Ex Food, Energy, Trade MoM / PPI Final Demand YoY
- 1/14/2026 at 08:30am EST: PPI Ex Food and Energy YoY / PPI Ex Food, Energy, Trade YoY
- 1/14/2026 at 08:30am EST: Retail Sales Advance MoM / Retail Sales Ex Auto MoM
- 1/14/2026 at 08:30am EST: Retail Sales Ex Auto and Gas / Retail Sales Control Group
- 1/14/2026 at 08:30am EST: Current Account Balance
- 1/14/2026 at 010:00am EST: Existing Home Sales / MoM
- 1/14/2026 at 010:00am EST: Business Inventories
- 1/14/2026 at 12:00pm EST: Fed’s Kashkari Speaks in Virtual Town Hall
- 1/14/2026 at 02:10pm EST: Fed’s Williams Delivers Opening Remarks