Deutsche Bank highlights risk from bond-equity pricing divergence
After a sharp widening in euro zone sovereign spreads, Deutsche Bank warns of a disconnect between bond and equity markets.
05/10/2026 21:3115 min read
Macro Rates
Alden: Fiscal Deficits, AI Deflation, and Bitcoin
Lyn Alden separates AI price deflation from monetary inflation and explains Bitcoin's role.
05/10/2026 21:227 min read
New Zealand business confidence hits net 40% in Q3 despite oil headwinds
New Zealand business confidence rose sharply to a net 40% in the September quarter, though firms' own trading remained flat. Oil prices from US-Iran tensions…
05/10/2026 21:2115 min read
Nasdaq ends at record; dollar strengthens, yields rise
Nasdaq Composite and Nasdaq 100 closed at records as stocks rose despite higher Treasury yields and a stronger dollar.
05/10/2026 21:0222 min read
Custodia Bank CEO on Stablecoins, Tokenized Deposits, and Bitcoin's Macro Story
Caitlin Long discusses stablecoins, tokenization, and the macro case for bitcoin, noting Treasury and Fed dynamics.
05/10/2026 20:585 min read
Ueda's speech in focus as markets assess October rate hike possibility
Bank of Japan Governor Ueda speaks in Tokyo on Tuesday. Traders look for signals on a possible October rate hike.
05/10/2026 20:2212 min read
Nasdaq indices push for record closes as S&P 500 faces resistance
Nasdaq Composite and Nasdaq 100 aim for record closes as S&P 500 lags, supported by economic data and AI optimism.
05/10/2026 15:0213 min read
ISM services PMI slips to 54.9, below the 55.2 estimate
The ISM services PMI slipped to 54.9 in September from 55.4, below the 55.2 estimate, as price pressures intensified and employment returned to expansion.
05/10/2026 14:1211 min read
US service-sector growth surges to July 2021 high, PMI data shows
US services PMI hit 58.8 in September, highest since July 2021, with strong hiring and rising inflation pressures.
05/10/2026 14:0318 min read
Bitcoin fails to clear $87,334, leaving buyers and sellers waiting
Bitcoin trades around $86,000 after failing to break resistance at $87,334. Buyers need to reclaim that level, while sellers aim to push below $85,878.
05/10/2026 13:3212 min read
Nasdaq at risk as US credit spreads widen further
Widening US credit spreads signal potential trouble for the Nasdaq, despite recent support from dovish Fed comments.
05/10/2026 13:079 min read
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
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
Zcash falls over 20% from record high amid ETF outflows and geopolitics
Zcash dropped over 20% from its all-time high, driven by $93.6M in ETF outflows and geopolitical tensions.
05/10/2026 10:519 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