US Treasuries
- Treasuries rallied across the curve (led by the long-end)
- Monday’s range for UST 10y: 4.04% – 4.10%, closing at 4.045%
- Monday’s range for UST 30y: 4.68% – 4.78%, closing at 4.69%
In the News
Bloomberg: DoubleLine Says Fed Cuts Will Lead to Steeper Yield Curve
Oil Price: Goldman Sachs Warns of 1.9 Million Bpd Oil Glut by 2026
InsuranceBusiness: Property insurance now fastest-growing mortgage expense, ICE finds
ZeroHedge: Institutional Investment in Large Ranchland Properties
Bloomberg: Senate Banking Panel to Vote on Miran Fed Nomination Wednesday
Join Us For Our Next Conference Call on Thursday, 9/11, featuring Jim Bianco
Arbor Data Science: An Eye on Federal Reserve Independence
Upcoming US Treasury Supply
Tentative Schedule of Treasury Buyback Operations
Upcoming Economic Releases & Fed Speak
- 9/06/2025 – 09/18/2025: Fed’s External Communications Blackout
- 9/09/2025 at 06:00am EST: NFIB Small Business Optimism
- 9/09/2025 at 10:00am EST: BLS Prelim Benchmark Revision to Establishment Survey Data
- 9/10/2025 at 07:00am EST: MBA Mortgage Applications
- 9/10/2025 at 08:30am EST: PPI Final Demand MoM/ PPI Ex Food and Energy MoM
- 9/10/2025 at 08:30am EST: PPI Ex Food, Energy, Trade MoM, PPI Final Demand YoY
- 9/10/2025 at 08:30am EST: PPI Ex Food and Energy YoY / PPI Ex Food, Energy, Trade YoY
- 9/10/2025 at 10:00am EST: Wholesale Inventories MoM / Wholesale Trade Sales MoM
- 9/11/2025 at 08:30am EST: CPI MoM & CPI Ex Food and Energy MoM
- 9/11/2025 at 08:30am EST: CPI YoY & CPI Ex Food and Energy YoY
- 9/11/2025 at 08:30am EST: CPI Index NSA & CPI Core Index SA
- 9/11/2025 at 08:30am EST: Real Average Hourly Earnings YoY & Real Average Weekly Earnings YoY
- 9/11/2025 at 08:30am EST: Initial Jobless Claims & Initial Jobless Claims 4-Wk Moving Average
- 9/11/2025 at 08:30am EST: Continuing Claims
- 9/11/2025 at 12:00pm EST: Household Change in Net Worth
- 9/11/2025 at 02:00pm EST: Federal Budget Balance
- 9/12/2025 at 10:00am EST: U. of Mich. Sentiment / Current Conditions / Expectations
- 9/12/2025 at 10:00am EST: U. of Mich. 1 Yr Inflation / 5-10 Yr Inflation
- 9/15/2025 at 08:30am EST: Empire Manufacturing