US Treasuries
- Wednesday’s range for UST 10y: 4.255% – 4.33%, closing at 4.27%
Bloomberg: Fed Holds Rate Steady, Sees Risk of Higher Inflation
- Fed holds rates, sees risk of higher inflation, unemployment
- Uncertainty over outlook has ‘increased further,’ Fed says
- Traders still price in three rate cuts this year
- Treasuries remain firm across the curve
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
S&P Global: Pace of US bank branch closures picks up in Q1 2025
Thanks in part to actions taken by two of the largest banks in the US, branch closings accelerated sharply on a sequential basis in the first quarter.
Florida Today: Will Trump’s tariffs raise Florida homeowners’ insurance prices? What we know
Yes. And according to Insurify, prices are already rising – especially in states like Florida, where the added danger of yearly hurricanes discourage insurers from insuring homeowners as willingly as they would in low-risk areas of the country.
Arbor Data Science: Luxury Car Market by Petr Pinkhasov
Business Insider: Construction, utilities, and oil and gas: Skilled trades dominate Linkedin’s fastest-growing jobs for grads
LinkedIn released data on Wednesday that reveals construction is the fastest-growing industry for new college grads.
The Atlanta Journal-Constitution: Data center developer plans Georgia campus at least $16B, CEO says
A data center developer announced plans to build one of Georgia’s largest computer server farms, a 20-building campus that will require more power than one of Plant Vogtle’s nuclear reactors.
Upcoming Economic Releases & Fed Speak
- 5/08/2025 at 08:30am EST: Nonfarm Productivity
- 5/08/2025 at 08:30am EST: Unit Labor Costs
- 5/08/2025 at 08:30am EST: Initial Jobless Claims / Initial Claims 4-Wk Moving Avg / Continuing Claims
- 5/08/2025 at 10:00am EST: Wholesale Trade Sales MoM / Wholesale Inventories MoM
- 5/08/2025 at 11:00am EST: NY Fed 1-Yr Inflation Expectations
- 5/09/2025 at 06:15am EST: Fed’s Williams Gives Keynote Address in Reykjavik
- 5/09/2025 at 06:45am EST: Fed’s Barr Gives Speech on AI and the Labor Market
- 5/09/2025 at 08:30am EST: Fed’s Kugler Gives Speech on Maximum Employment
- 5/09/2025 at 10:00am EST: Fed’s Goolsbee Gives Remarks at Fed Listens Event
- 5/09/2025 at 11:30am EST: Fed’s Williams, Waller on Panel at Hoover
- 5/09/2025 at 07:45pm EST: Fed’s Musalem, Hammack, Cook on Panel at Hoover
- 5/12/2025 at 10:25am EST: Fed’s Kugler Speaks in Dublin
- 5/12/2025 at 02:00pm EST: Federal Budget Balance
- 5/13/2025 at 06:00am EST: NFIB Small Business Optimism
- 5/13/2025 at 08:30am EST: Real Avg Weekly Earnings YoY
- 5/13/2025 at 08:30am EST: CPI MoM / CPI Ex Food and Energy MoM / CPI YoY
- 5/13/2025 at 08:30am EST: CPI Ex Food and Energy YoY / CPI Index NSA / CPI Core Index SA
- 5/13/2025 at 08:30am EST: Real Avg Hourly Earnings YoY
- 5/14/2025 at 07:00am EST: MBA Mortgage Applications
- 5/14/2025 at 05:40pm EST: Fed’s Daly Speaks in Fireside Chat