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
Macro Rates
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
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
Tokyo core inflation hits 2.7%, fastest in 10 months, bolstering BOJ rate hike case
Tokyo core CPI rose to 2.7% in September, beating forecasts and strengthening the case for a BOJ rate hike.
02/10/2026 00:5114 min read
Tokyo's September CPI surpasses expectations, rises from August
Japan's Tokyo CPI for September beat expectations across all categories; the unemployment rate rose to 2.5% versus a predicted 2.4%.
01/10/2026 23:413 min read
Logan: Fed needs at least half-point more in rate hikes
Dallas Fed President Lorie Logan said the central bank must raise rates by at least half a percentage point to achieve policy restriction and control inflation.
01/10/2026 23:3213 min read
Goldman now expects December Fed hike, sees chance of end to tightening
Goldman Sachs delayed its forecast for the next Fed rate hike to December from October after softer inflation and dovish Fed comments.
01/10/2026 22:5214 min read
Fuel Supply Curbs by China and Russia Could Pressure Bitcoin in October
China halted fuel exports for October and Russia extended its diesel ban, potentially raising inflation and giving the Fed reason to hike rates, which could…
01/10/2026 22:1114 min read
Frank Holmes Says $100 Trillion Will Be Printed, Advocates Bitcoin and Gold
Frank Holmes explains why Bitcoin mining is a 'tier one' AI data center and expects $100 trillion in money printing, favoring Bitcoin and gold.
01/10/2026 21:426 min read
Darius Dale Discusses Potential Bitcoin Rally in 2027 Driven by Global Liquidity
Darius Dale says a drop in funding liquidity may cause near-term volatility, but if liquidity returns in 2027, Bitcoin could rise over 12-18 months.
01/10/2026 21:277 min read
Tokyo September CPI set to show core rate rising to 2.4%, strengthening case for BOJ hike
Tokyo core CPI for September expected to rise 2.4% y/y, reinforcing case for further BOJ rate hikes. Release at 2330 GMT.
01/10/2026 21:1114 min read
Fed's Cook flags AI buildout and persistent supply shocks as inflation risks
Fed's Cook said supply shocks are becoming more policy-relevant and named AI as top 2027 risk, noting near-term inflation from buildout.
01/10/2026 20:5214 min read
September Non-Farm Payrolls Preview: Key Numbers
This article previews the September non-farm payrolls report, including consensus estimates and seasonal trends.
01/10/2026 18:029 min read