US Treasuries
- Monday’s range for UST 10y: 4.13% – 4.165%, closing at 4.14%
- Monday’s range for UST 30y: 4.70% – 4.73%, closing at 4.705%
- Fed’s Waller: says Technology Can Deliver More Choice in Payments
- NY Fed’s Remanche: says US Funding Market Volatility Is Normal
- Fed’s Musalem: says Policymakers Must Be Cautious on Rate Cuts
- Fed’s Williams: says Inflation risks Lower as Tariff Effect Muted
Join Us For Our Next Conference Call: Thursday, 10/02, featuring Jim Bianco
In the News
CNBC: BLS won’t be releasing data, including Friday’s key jobs report, in case of a shutdown
Reuters: Dutch cargo ship damaged by explosive device in Gulf of Aden, operator says
OilPrice: BP Invests in New $5 Billion U.S. Gulf Oil Project
Bloomberg: Millions of Workers Are Left Out of the ‘Low-Hire, Low-Fire’ US Job Market
Arbor Data Science: Central Banks Update
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
Upcoming Economic Releases & Fed Speak
- 9/30/2025 at 06:00am EST: Fed’s Jefferson Speaks at Finland Central Bank Conference
- 9/30/2025 at 09:00am EST: FHFA House Price Index MoM
- 9/30/2025 at 09:00am EST: S&P Cotality CS 20-City MoM SA/ YoY NSA
- 9/30/2025 at 09:00am EST: S&P Cotality CS US HPHI YoY NSA
- 9/30/2025 at 09:00am EST: Fed’s Collins speaks at Council on Foreign Relations
- 9/30/2025 at 09:45am EST: MNI Chicago PMI
- 9/30/2025 at 10:00am EST: JOLTS Job Openings/ Rate
- 9/30/2025 at 10:00am EST: JOLTS Quits Level /Rate
- 9/30/2025 at 10:00am EST: JOLTS Layoffs Level/ Rate
- 9/30/2025 at 10:00am EST: Conf . Board Consumer Confidence/ Present Situation / Board Expectations
- 9/30/2025 at 10:30am EST: Dallas Fed Services Activity
- 9/30/2025 at 01:30pm EST: Fed’s Goolsbee Participates in a Q&A at Midwest Agriculture Co
- 9/30/2025 at 07:10pm EST: Fed’s Logan Speaks in Moderated Conversation
- 10/01/2025 at 07:00am EST: MBA Mortgage Applications
- 10/01/2025 at 08:15am EST: ADP Employment Change
- 10/01/2025 at 09:45am EST: S&P Global US Manufacturing
- 10/01/2025 at 10:00am EST: ISM Manufacturing / Prices Paid / New Orders / Employment
- 10/01/2025 at 10:00am EST: Construction Spending MoM
- 10/01/2025: Wards Total Vehicle Sales
- 10/02/2025 at 07:30am EST: Challenger Job Cuts YoY
- 10/02/2025 at 08:30am EST: Initial Jobless Claims/ Initial Claims 4-Wk Moving Avg/ Continuing Claims
- 10/02/2025 at 10:00am EST: Factory Orders/ Factory Orders Ex Trans
- 10/02/2025 at 10:00am EST: Durable Goods Orders / Durables Ex Transportation
- 10/02/2025 at 10:00am EST: Cap Goods Orders Nondef Ex Air/ Cap Goods Ship Nondef Ex Air
- 10/02/2025 at 10:30am EST: Fed’s Logan Speaks at University of Texas Conference
- 10/03/2025 at 06:05am EST: Fed’s Williams Speaks in Amsterdam
- 10/03/2025 at 08:30am EST: Change in Nonfarm Payrolls
- 10/03/2025 at 08:30am EST: Two-Month Payroll Net Revisions
- 10/03/2025 at 08:30am EST: Change in Private Payrolls / Change in Manufact. Payrolls
- 10/03/2025 at 08:30am EST: Nonfarm Payrolls 3-Mo Avg Chg
- 10/03/2025 at 08:30am EST: Unemployment Rate
- 10/03/2025 at 08:30am EST: Average Hourly Earnings MoM / YoY
- 10/03/2025 at 08:30am EST: Average Weekly Hours All Employees
- 10/03/2025 at 09:45am EST: S&P Global US Services PMI / Composite PMI
- 10/03/2025 at 10:00am EST: ISM Services Index / Prices Paid / New Orders/ Employment
- 10/03/2025 at 01:40pm EST: Fed’s Jefferson Speaks on Economic Outlook