US Treasuries
- Tuesday’s range for UST 10y: 4.10% – 4.15%, closing at 4.145%
- Tuesday’s range for UST 30y: 4.68% – 4.735%, closing at 4.73%
- Fed’s Logan: ushers in New Era of Debate on Fed’s Key Policy Tool
- Fed’s Jefferson: sees Risks to Both Inflation, Jobs Goals
- Fed’s Collins: says a Big More Easing May Be Appropriate in 2025
- Fed’s Goolsbee: says New Tariffs Renewing Business Uncertainty
Join Us For Our Next Conference Call: Thursday, 10/02, featuring Jim Bianco
In the News
Reuters: Exxon Mobil to cut 2,000 jobs globally amid restructuring
CNBC: U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally
SupplyChainBrain: MSC Reaffirms Commitment to Avoid Northern Sea Route
Arbor Data Science: Zombies Get Their Drugs
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
Upcoming Economic Releases & Fed Speak
- 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 at 12:15pm EST: Fed’s Barkin Speaks on Economy
- 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 01:30pm EST: Fed’s Logan Speaks in Moderated Conversation
- 10/03/2025 at 01:40pm EST: Fed’s Jefferson Speaks on Economic Outlook
- 10/07/2025 at 08:30am EST: Trade Balance
- 10/07/2025 at 08:30am EST: Exports MoM / Imports MoM
- 10/07/2025 at 10:00am EST: Fed’s Bostic Speaks at Fisk University in Nashville
- 10/07/2025 at 11:00am EST: NY Fed 1-Yr Inflation Expectations
- 10/07/2025 at 03:00pm EST: Consumer Credit