US Treasuries
- UST 10s on Wednesday closed at 4.05%.
- 1st weekly resist at 4.015% / 4.03% 75% to hold on the week
- 2nd weekly resist at 3.97% / 3.985% 67%to hold on the week
- –> 1st monthly resist at 4.12% / 4.14% this zone has held for last 11 months
- –> 2nd monthly resist at 4.03% / 4.055%
- 1st weekly support at 4.12% / 4.135% 50% to hold on the week
- 2nd weekly support at 4.175% / 4.19%
On Deck: Tomorrow, 2/26/26: $44 Billion UST 7 year Note Auction
- Fed’s Schmid: Says Federal Reserve Has Work to Do with Inflation
Conference Call Friday, February 27, 2026, Featuring Jim Bianco
US Treasury Fails
As of 2/24/2026, U.S. Treasury Fails were $22.77 billion and U.S. Agency Fails were $8.23 million.
Bloomberg: Resurrection of Keystone XL Oil Pipeline Threatens to Reignite Controversy
Fox News: Trump brings Big Tech to White House to curb power costs amid AI boom
OilPrice: Canada’s Oil Patch Swept Up in Record $38B Consolidation Wave
ARTEMIS: Allstate secures $1.2bn reinsurance with new sanders Re cat bonds, its largest placement ever
You saw it here first…. Out tomorrow in Daily Data Points:
Our latest Arbor Data Podcast featuring Sam Rines discussing “When CAT Bonds Go Mainstream”
Upcoming US Treasury Supply
Upcoming Economic Releases & Fed Speak
- 2/26/2026 at 07:00am EST: MBA Mortgage Applications
- 2/26/2026 at 08:30am EST: Initial Jobless Claims / Initial Claims 4-Wk Moving Avg / Continuing Claims
- 2/26/2026 at 10:00am EST: Fed’s Bowman Testifies Before Senate Banking on Regulation
- 2/26/2026 at 11:00am EST: Kansas City Manf. Activity
- 2/27/2026 at 08:30am EST: PPI Final Demand MoM and YoY/ PPI Ex Food and Energy MoM and YoY
- 2/27/2026 at 08:30am EST: PPI Ex Food, Energy Trade MoM and YoY, PPI Final Demand MoM and YoY
- 2/27/2026 at 09:45am EST: MNI Chicago PMI
- 2/27/2026 at 10:00am EST: Census Releases Nov and Dec. Construction Spending Data
- 2/27/2026 at 10:00am EST: Construction Spending MoM
- 2/27/2026 at 11:00am EST: Kansas City Fed Services Activity
- 3/02/2026 at 09:45am EST: S&P Global US Manufacturing PMI
- 3/02/2026 at 10:00am EST: ISM Manufacturing / Prices Paid / New Orders / Employment
- 3/03/2026: Wards Total Vehicle Sales
- 3/03/2026 at 09:55am EST: Fed Williams Gives Keynote Remarks
- 3/03/2026 at 11:55am EST: Fed Kashkari Speaks at 2026 Bloomberg Invest Conference
- 3/04/2026 at 07:00am EST: MBA Mortgage Applications
- 3/04/2026 at 08:15am EST: ADP Employment Change
- 3/04/2026 at 09:45am EST: S&P Global US Services PMI / S&P Global US Composite PMI
- 3/04/2026 at 10:00am EST: ISM Services Index / ISM Services Prices Paid
- 3/04/2026 at 10:00am EST: ISM Services New Orders / ISM Services Employment
- 3/04/2026 at 02:00pm EST: Fed Releases Beige Book
Upcoming Earnings Releases for Thursday, February 26, 2026
Noteworthy Before-the-Open Earnings Releases
Noteworthy After-the-Close Earnings Releases
