Citi Research Sees Weaker Case for Aggressive Fed Rate Hikes
Citi Research questions if the Fed needs the aggressive rate hikes markets are pricing in, despite forecasting 3.5% inflation.
02/10/2026 03:269 min read
BiFu News
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Majority of Web Traffic Now Comes From AI Bots, Boosting Infrastructure Stocks
AI agents and bots now generate 57% of web traffic, Cloudflare says, boosting infrastructure stocks as demand for capacity rises.
02/10/2026 03:268 min read
US dollar touches May 2025 high before payrolls; Asian FX slides on yield pressure
Dollar index touched May 2025 high ahead of US payrolls; Asian currencies weakened despite robust regional data.
02/10/2026 03:2313 min read
Katayama to review 7 trillion yen idle funds; Kiuchi says no more excessive easing
Japan's finance minister Katayama pledges to review 7 trillion yen idle funds, while economy minister Kiuchi says Japan no longer needs excessively loose…
02/10/2026 02:5113 min read
30-Year TIPS Yield 3.35% as Equity Premium Shrinks
30-year TIPS yield 3.35% real, cutting stock premium to 1.65 points; Siegel says Fed needs two more hikes.
02/10/2026 02:428 min read
UBS: Fed hike bets overdone, three forces may calm Treasury market
UBS says markets have overpriced Fed hikes and outlines three catalysts—disinflation, energy flows, and policy—that could steady Treasuries.
02/10/2026 02:3115 min read
Treasury Hits $6B Buyback Cap as 10-Year Yield Touches 24-Year High
The Treasury used its full $6 billion buyback limit while the 10-year yield hit 5.342%, a 24-year high, and bitcoin traded at $84,624.
02/10/2026 02:129 min read
Nike Earnings Beat on Costs, Sales Slump Persists
Nike reported a profit beat in fiscal Q1 on cost cuts, but revenue fell 4% and missed forecasts. CEO Hill's plan includes high-single-digit revenue decline…
02/10/2026 02:1111 min read
India, China markets closed Friday; Hong Kong reopens without Stock Connect
India and mainland China markets are closed Friday. Hong Kong reopens without Stock Connect as the US jobs report looms.
02/10/2026 02:019 min read
USD/JPY slides 50 pips then rebounds; crude climbs on geopolitical reports
US dollar broadly firmer; USD/JPY dropped 50 pips then rallied to finish higher; crude oil rose on geopolitical headlines.
02/10/2026 01:117 min read