Market Snapshot October 12th 2026
Long-Run Inflation Expectations Rise for a Second Month to 3.5% as Sentiment Falls to 46.3 — Delta’s Fuel Bill Jumps 62% and Cuts Guidance, While Equities Rally Anyway Data: Main Theme: “The Measure That Is Not Supposed to Move, Moved Twice” — Michigan five-to-ten year inflation expectations rose to 3.5% from 3.4%, a second consecutive […]
Market Snapshot September 1st 2026
US Strikes Iran’s Larak Island and Tehran Hits Back — Crude Above $85, Yields at a 2026 High, but August Still Closes Green Data: Main Theme: “The War Restarts on the Last Day of the Month” — US Central Command confirmed strikes on two rocket launchers on Iran’s Larak Island, the first publicly acknowledged attack […]
Market Snapshot August 20th 2026
The Treasury Steps In — Buybacks Doubled to Break the Long-End Rout as Target Beats and the S&P Snaps a Three-Day Slide Data: Main Theme: “Fiscal Policy Answers a Fiscal Problem” — With the 30-year at a 19-year high and a buyers’ strike running since late June, the Treasury Department announced it will at least […]
Market Snapshot August 19th 2026
A Global Long-End Repricing — US, Japanese, German and French Yields All Hit Multi-Decade Highs as Chips Fall 5.5% Data: Main Theme: “The Term Premium Goes Global” — The US 30-year hit a fresh 19-year high above 5.34%, Japan’s 10-year reached a three-decade peak, Germany’s 30-year its highest since 2011 and France’s since 2008 — […]