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
Macro Rates
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
Jefferson: More data needed for better Fed rate decision
Fed Vice Chair Philip Jefferson said the central bank may take more time to decide on rates, emphasizing data-dependence. He noted inflation above target andβ¦
01/10/2026 17:417 min read
Fed official says higher long-term rates hit housing, commercial loans
Kansas City Fed President Jeff Schmid said rising long-term rates are straining housing and commercial lending, while other officials discussed AI's impact.
01/10/2026 17:116 min read
Trump: Inflation Could Help Reduce the $40 Trillion National Debt
Trump suggests inflation could reduce the national debt, while Cayman Islands hedge funds emerge as major Treasury buyers.
01/10/2026 15:429 min read
September ISM manufacturing gauge registers 54.5, trails 55.0 consensus
The ISM Manufacturing PMI for September came in at 54.5, below the 55.0 consensus estimate but near the prior month's 54.6.
01/10/2026 14:1723 min read
Dollar reaches three-month high, EURUSD falls below 1.1300
Dollar index climbs to three-month high; EURUSD dips below 1.1300 as Treasury yields remain elevated.
01/10/2026 12:3225 min read
European session: Dollar strengthens as Treasury yields near 2002 peaks
Treasury yields briefly hit 2002 highs, boosting the dollar and pressuring European stocks, while oil rebounded.
01/10/2026 12:217 min read
October Outlook for S&P 500: Strong Seasonality but Weak Breadth
The S&P 500 enters October with favorable seasonal trends but market breadth has dropped to its lowest since May 2025.
01/10/2026 11:2611 min read
Zcash faces breakdown risk as trendline test meets geopolitical pressures
Zcash price tests key trendline amid geopolitical tensions and Fed rate hike expectations.
01/10/2026 10:5111 min read
Record Hedge Fund Treasury Holdings: Basis Trade Unwind Risks
Hedge funds held a record 7% of US Treasurys at end-2025. Regulators warn that leveraged basis trades could amplify turmoil if they unwind.
01/10/2026 10:2610 min read
Layoffs decline in September, yet weak hiring keeps NFP in focus
US job cuts fell to 43,281 in September. Persistent weakness in hiring plans keeps focus on the NFP report.
01/10/2026 10:128 min read
Ethereum Stays in Range on Macro Headwinds; Focus on US-Iran
Ethereum remains range-bound due to macro headwinds and US-Iran tensions. Technical levels and upcoming catalysts are key.
01/10/2026 09:1212 min read
Bond Yields Hit 5.33%, Highest Since 2007, Stocks Under Pressure
10-year Treasury yields rose to 5.33%, highest since 2007, pressuring stocks.
01/10/2026 08:445 min read