Yields remain high, underpinning the dollar; French worries hit the euro
Yields held near 5.28% as the dollar firmed; the euro was hurt by French fiscal concerns, and most European stocks rose.
05/10/2026 12:327 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Decoding 'higher for longer' in the bond market: a plain-English guide
A clear breakdown of the 'higher for longer' rate outlook and its impact on markets.
05/10/2026 11:5111 min read
Euro at 17-month low amid Spain, France and rate jitters
Euro falls to 17-month low as Spain's political uncertainty adds to French fiscal concerns and higher ECB rates weigh on markets.
05/10/2026 09:2710 min read
Sentix gauge drops in October as euro zone recovery optimism cools
Sentix investor confidence for the euro zone fell to 2.7 in October from 5.1, missing forecasts, as expectations dropped 5 points.
05/10/2026 09:025 min read
Final September UK services PMI rises to 52.1 from preliminary 51.7
The UK services PMI was revised up to 52.1 in September, with input cost inflation at its highest since June.
05/10/2026 08:418 min read
ECB's Nagel suggests December rate hike still possible despite October pause signals
ECB's Nagel signals patience on October but leaves door open for a December rate hike.
05/10/2026 08:317 min read
Eurozone PMI hits 41-month high as inflation pressures mount
Eurozone private sector activity hit a 41-month high in September while price pressures intensified further.
05/10/2026 08:2111 min read
China Narrows US AI Lead to 3% as DeepSeek Gains
China has cut America's AI benchmark advantage to 3%, with DeepSeek's V4.1 Flash model narrowing the gap. Trump defends fast AI progress citing China…
05/10/2026 08:129 min read
Bond yields' typical October rise could spell trouble for markets this year
October's historical rise in 10-year Treasury yields coincides with current bond market pressures, potentially weighing on equities.
05/10/2026 07:4114 min read
Preview of financial markets: October 5th-9th
Preview of key economic data and central bank events for the week of October 5th-9th.
05/10/2026 07:0116 min read
Mark Cuban: AI Proficiency Key to 750,000 New Roles
Mark Cuban warns AI skills, not AI itself, determine job security. Over 750,000 AI jobs added since 2023, but layoffs citing AI doubled.
05/10/2026 05:419 min read
Treasury yields stay key market focus despite weak payrolls
Despite a softer US jobs report, bond yields rebounded quickly, remaining the main market pressure point as traders eye inflation data and fiscal policy.
05/10/2026 05:229 min read
Strong Growth Buys Time for US Debt Despite High Yields
US 10-year yields above 5% and interest costs over $1 trillion, but 8.5% growth still outruns the 3.4% average debt rate, delaying a debt spiral.
05/10/2026 05:118 min read
Dollar firms, crude eases as Asia-Pacific trading opens
Dollar strengthened, crude slipped, and Japan's Nikkei hit a three-month high; Fed minutes are due on Wednesday.
05/10/2026 03:5113 min read
Egan-Jones: AI's First Casualties Will Be Services, VC, and Housing
Egan-Jones predicts AI disruption will first hit professional services, venture capital, and housing, citing KPMG fee cuts and IBM's stock drop as evidence.
05/10/2026 03:298 min read