US Treasuries
- Thursday’s range for UST 10y: 4.195% – 4.29%, closing at 4.29%
- Thursday’s range for UST 30y: 4.79% – 4.88%, closing at 4.88%
- Fed’s Musalem: says it is too early to make a call on September rate
- Fed’s Barkin: says data may show US consumer improved in July
Bloomberg: Fed Reverse Repo Facility Use Sinks to Lowest Since April 2021
Intraday Commentary from Jim Bianco
When was the last time PPI did this to 10-year yields!
The 10-year yield is now up almost 10 bps, reacting to PPI. This has got to be one of the biggest reactions in the bond market to PPI ever, if not the biggest.
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
In Other News
ZeroHedge: “Price-Spikes & Blackouts”: America’s Power Crisis Is Just Getting Started
OilPrice: Data Centers Turn to Nuclear for AI Energy Demands
motor1.com: Used Car Prices Continue to Climb
Arbor Data Science:
Upcoming Economic Releases & Fed Speak
- 8/15/2025 at 08:30am EST: Retail Sales Advance MoM
- 8/15/2025 at 08:30am EST: Empire Manufacturing
- 8/15/2025 at 08:30am EST: Retail Sales Ex Auto MoM / Retail Sales Ex Auto and Gas
- 8/15/2025 at 08:30am EST: Retail Sales Control Group
- 8/15/2025 at 08:30am EST: Import Price Index MoM / Import Price Index ex Petroleum
- 8/15/2025 at 08:30am EST: Import Price Index YoY
- 8/15/2025 at 08:30am EST: Export Price Index MoM / Export Price Index YoY
- 8/15/2025 at 09:15am EST: Manufacturing (SIC) Production
- 8/15/2025 at 09:15am EST: Capacity Utilization
- 8/15/2025 at 10:00am EST: Business Inventories
- 8/15/2025 at 10:00am EST: U. of Mich. Sentiment / Current Conditions / Expectations
- 8/15/2025 at 10:00am EST: U. of Mich. 1 Yr Inflation / 5-10 Yr Inflation
- 8/15/2025 at 04:00pm EST: Net Long-term TIC flows / Total Net TIC flows
- 8/18/2025 at 08:30am EST: New York Fed Services Business Activity
- 8/18/2025 at 10:00am EST: NAHB Housing Market Index
- 8/19/2025 at 08:30am EST: Housing Starts / Building Permits
- 8/19/2025 at 08:30am EST: Housing Starts MoM / Building Permits MoM
- 8/20/2025 at 08:30am EST: MBA Mortgage Applications
- 8/20/2025 at 11:00am EST: Fed’s Waller Speaks at Wyoming Blockchain Symposium
- 8/20/2025 at 02:00pm EST: FOMC Meeting Minutes
- 8/20/2025 at 03:00pm EST: Fed’s Bostic in Moderated Conversation Economic Outlook
- 8/21/2025 at 08:30am EST: Initial Jobless Claims / 4-Wk Moving Avg / Continuing Claims
- 8/21/2025 at 08:30am EST: Philadelphia Fed Business Outlook
- 8/21/2025 at 09:45am EST: S&P Global US Manufacturing /Services PMI / Composite PMI
- 8/21/2025 at 10:00am EST: Leading Index
- 8/21/2025 at 10:00am EST: Existing Home Sales / MoM