US Treasuries
- Treasury yields climbed after Fed minutes signaled concern for inflation
- Wednesday’s range for UST 2y: 3.71% – 3.76%, closing at 3.74%
- Wednesday’s range for UST 10y: 4.27% – 4.32%, closing at 4.29%
- Wednesday’s range for UST 30y: 4.88% – 4.92%, closing at 4.90%
- Fed’s Waller: says Fed Should Work With Industry on Payment Services
- Tomorrow: Thursday, 8/21/25: $8 billion 30y TIPS Auction (Reopening)
Bloomberg: Fed Minutes Show Majority of FOMC Saw Inflation as Greater Risk
Bloomberg: Fed Found Over 22,000 Mortgages Like Those Pulte Is Now Flagging
Join us for our Next Conference Call tomorrow: Thursday, August 21st, featuring Jim Bianco
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
Arbor Data Science: How Do Bonds React to Jackson Hole?
In Other News
Woai.iheart.com: High Land Value One Reason Houston Misses Out on Data Centers
CHRON.com: Massive $25 billion data center set to break ground in Texas
NPR: Some Florida farmers reduce crops as deportation fears drive workers away
Visual Capitalist: How U.S. Tariffs Will Hit Key Products
Upcoming Economic Releases & Fed Speak
- 8/21/2025 at 07:30am EST: Fed’s Bostic Shares Brief Remarks on Economy
- 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
- 8/22/2025 at 10:00am EST: Fed’s Powell Speaks on Economic Outlook at Jackson Hole
- 8/25/2025 at 08:30am EST: Chicago Fed Nat Activity Index
- 8/25/2025 at 10:00am EST: New Home Sales / New Home Sales MoM
- 8/25/2025 at 10:30am EST: Dallas Fed Manf. Activity
- 8/25/2025: Building Permits / Building Permits MoM
- 8/25/2025 at 03:15pm EST: Fed’s Logan Speaks at Bank of Mexico Centennial Conference
- 8/25/2025 at 07:15pm EST: Fed’s Williams Gives Keynote Remarks
- 8/26/2025 at 00:01am EST: Fed’s Barkin Repeats Remarks on the Economy
- 8/26/2025 at 08:30am EST: Philadelphia Fed Non-Manufacturing Activity
- 8/26/2025 at 08:30am EST: Durable Good Orders / Durables Ex Transportation
- 8/26/2025 at 08:30am EST: Cap Good Orders Nondef Ex Air / Cap Good Ship Nondef Ex Air
- 8/26/2025 at 09:00am EST: FHFA House Price Index Mom
- 8/26/2025 at 09:00am EST: House Price Purchase Index QoQ
- 8/26/2025 at 09:00am EST: S&P CoreLogic CS 20 CityMoM SA / YoY/NSA / US HPI YoY NSA
- 8/26/2025 at 10:00am EST: Richmond Fed. Manufact. Index / Richmond Fed Business Conditions
- 8/26/2025 at 10:00am EST: Conf. Board Consumer Confidence / Present Situation / Expectations
- 8/26/2025 at 10:30am EST: Dallas Fed Services Activity
- 8/27/2025 at 00:01am EST: Fed’s Barkin Repeats Remarks on the Economy
- 8/27/2025 at 07:00am EST: MBA Mortgage Applications