US Treasuries
- UST 10s on Thursday closed at 4.01%, the lowest level since November 28, 2025
- 1st weekly resist at 4.015% / 4.03%
- 2nd weekly resist at 3.97% / 3.985% 90%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%
- 2nd weekly support at 4.175% / 4.19%
- Fed’s Miran: Says Four Cuts Are Appropriate This Year
Conference Call tomorrow, Friday, February 27, 2026, Featuring Jim Bianco
Intraday Commentary From Jim Bianco
Again, I’m old enough to remember when these charts would signal they labor market was in good shape.
Oil slumped on a potential deal with Iran. J-shotting higher on an impasse for a deal.
In the News
OilPrice: $5 Billion Pipeline Deal Could Be Coming to the Gulf Coast
ZeroHedge: “Breakneck Production Growth”: Exxon Leverages Guyana Boom In Global Oil Talks
Freightwaves: This Canadian port saw containers increase 175% in four years
CNBC: State Farm announces $5 billion dividend; $100 average refund coming to car insurance customers
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
Upcoming Economic Releases & Fed Speak
- 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
- 3/05/2026 at 07:30am EST: Challenger Job Cuts YoY / Total
- 3/05/2026 at 08:30am EST: Import Price Index MoM and YoY / ex Petroleum
- 3/05/2026 at 08:30am EST: Export Price Index MoM and YoY
- 3/05/2026 at 08:30am EST: Nonfarm Productivity / Unit Labor Costs
- 3/05/2026 at 08:30am EST: Initial Jobless Claims / 4-Wk Moving Avg / Continuing Claims
Upcoming Earnings Releases for Friday, February 27, 2026
Noteworthy Before-the-Open Earnings Releases
