US Treasuries
- Thursday’s range for UST 10y: 4.34% – 4.40%, closing at 4.37%
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
Arbor Data Science in the Media … As Featured by Charles Payne on Fox Business, Wednesday, 3/26/25:
Arbor Data Science: Seizures of Egg Products at US Border Surpass Seizures of Fentanyl
Latest Edition of Talking Data: Did Bears Over Extend Themselves?
Intraday Commentary From Jim Bianco
*US JOBLESS CLAIMS 224,000 IN MARCH 22 WEEK; EST. 225K
In the News…
Barron’s: Walmart Gets More Bad News: Consumers Are Losing Faith
Consumers are becoming more downbeat. It could be more bad news for Walmart stock.
Bloomberg: The Richest Americans Kept the Economy Booming. What Happens When They Stop Spending?
The stock market volatility set off by concerns over President Donald Trump’s rapidly shifting trade war threatens one of the primary growth engines of the US economy: spending by high-income earners.
Arbor Data Science: The Wealth Effect and the U.S. Economy
SupplyChainBrain: U.S. Adds More Chinese Firm to Export Ban List
The list of companies that are barred from buying American technology and other exports because of national security concerns was expanded by the Trump administration on March 25, reports the New York Times.
Herald-Tribune: Wildfires continue to burn across Florida. Here’s where, a map of fires.
Florida forecasters continue to warn residents of the elevated fire danger around the state, although Tuesday’s rains helped a few counties a bit.
There were 50 wildfires reported in Florida Wednesday morning, down from 55 on Tuesday and 67 on Monday. The number of acres burned stands at just over 28,000 acres.
Upcoming Economic Releases & Fed Speak
- 3/28/2025 at 08:30am EST: Personal Income & Personal Spending & Real Personal Spending
- 3/28/2025 at 08:30am EST: PCE Price Index MoM & PCE Price Index YoY
- 3/28/2025 at 10:00am EST: Bloomberg March United States Economic Survey
- 3/28/2025 at 10:00am EST: U. of Mich. Sentiment & U. of Mich. Current Conditions
- 3/28/2025 at 10:00am EST: U. of Mich. Expectations & U. of Mich. 1 Yr Inflation & U. of Mich. 5-10 Yr Inflation
- 3/28/2025 at 11:00am EST: Kansas City Fed Services Activity
- 3/28/2025 at 12:15pm EST: Fed’s Barr Gives Speech on Banking Policy
- 3/28/2025 at 03:30pm EST: Fed’s Bostic Moderates Panel on Housing Finance
- 3/31/2025 at 09:45am EST: MNI Chicago PMI
- 3/31/2025 at 10:30am EST: Dallas Fed Manf. Activity
- 4/01/2025 at 09:45am EST: S&P Global US Manufacturing PMI
- 4/01/2025 at 10:00am EST: Construction Spending MoM
- 4/01/2025 at 10:00am EST: JOLTS Job Openings & JOLTS Job Openings Rate
- 4/01/2025 at 10:00am EST: JOLTS Quits Level & JOLTS Quits Rate
- 4/01/2025 at 10:00am EST: JOLTS Layoffs Level & JOLTS Layoffs Rate
- 4/01/2025 at 10:00am EST: ISM Manufacturing & ISM Prices Paid
- 4/01/2025 at 10:00am EST: ISM New orders & ISM Employment
- 4/01/2025 at 10:30am EST: Dallas Fed Services Activity
- 4/01/2025: Wards Total Vehicle Sales
- 4/02/2025 at 07:00am EST: MBA Mortgage Applications
- 4/02/2025 at 08:15am EST: ADP Employment Change
- 4/02/2025 at 10:00am EST: Factory Orders / Factory Orders Ex Transportation
- 4/02/2025 at 10:00am EST: Durable Goods Orders / Durable Goods Ex Transportation
- 4/02/2025 at 10:00am EST: Cap Goods Orders Nondef Ex Air / Cap Goods Ship Nondef Ex Air
- 4/03/2025 at 07:30am EST: Challenger Job Cuts YoY
- 4/03/2025 at 08:30am EST: Trade Balance
- 4/03/2025 at 08:30am EST: Initial Jobless Claims & Continuing Claims
- 4/03/2025 at 09:45am EST: S&P Global US Services PMI & S&P Global US Composite PMI
- 4/03/2025 at 10:00am EST: ISM Services Index & ISM Services Prices Paid
- 4/03/2025 at 10:00am EST: ISM Services New Orders & ISM Services Employment
- 4/03/2025 at 12:00pm EST: Fed’s Jefferson Gives Keynote on Communication