US Treasuries
- Monday’s range for UST 10y: 4.08% – 4.12%, closing at 4.105%
- Monday’s range for UST 30y: 4.655% – 4.70%, closing at 4.685%
- US Treasury Expects To Borrow $569 Bln In Q4, $21 Bln Less Than July Estimate
- Fed’s Miran: Repeats View That Policy Remains Too Restrictive
- Fed’s Goolsbee: is More Worried About Inflation Than Job Market
- Fed’s Daly: says Fed Should “Keep an Open Mind’ About December Rate Cut
- Fed’s Cook: says Risk to Labor Market Outweighs Inflation Risk
Intraday Commentary From Bianco Research
SRF hit up for almost $15B this morning.
(highest total outside of Friday)
In the News
CIO: Institutions Eye ETF Seeding, but There are Some Tradeoffs
Successful Farming: Chinese Buyers Purchase Brazilian Soybeans as Prices Ease Over U.S.-China Trade Thaw
CNBC: Auto giants rally as China says it will consider exemptions for Nexperia chip exports
artemis: No adverse ILS market reaction expected from Melissa cat bond payout: Fitch
Bloomberg: High-Risk Consumer Borrowers Rise to Most Since 2019
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
Upcoming Fed Speak
- 11/04/2025 at 06:35am EST: Fed’s Bowman Speaks on Supervision and Monetary Policy
- 11/06/2025 at 11:00am EST: Fed’s Williams speaks at Goethe University Frankfurt
- 11/06/2025 at 11:00am EST: Fed’s Barr Participates in Moderated Discussion
- 11/06/2025 at 12:00pm EST: Fed’s Hammack Speaks at the Economic Club of New York
- 11/06/2025 at 03:30pm EST: Fed’s Waller in Panel on Central Banking and Payments
- 11/06/2025 at 04:30pm EST: Fed’s Paulson Speaks on Consumer Finance Institute
- 11/06/2025 at 05:30pm EST: Fed’s Musalem Speaks at a Fireside Chat on Monetary Policy
- 11/07/2025 at 03:00am EST: Fed’s Williams Speaks in Frankfurt
- 11/07/2025 at 07:00am EST: Fed’s Jefferson Speaks on AI and Economy
- 11/07/2025 at 03:00pm EST: Fed’s Miran Speaks on Stablecoins and Monetary Policy
Upcoming Earnings Releases on Tuesday, November 4, 2025
Before the Open
After the Close
