US flash PMI at 58.4, well above expectations. Ten-year moved from 5% to 5.15% on the release, and hours later the five-year auction was a disaster. French and German services PMIs also beat. Bonds are repricing globally to a stronger growth picture than the market had been positioned for.
September 29, 2026 at 2:02 PM
US flash PMI at 58.4, well above expectations. Ten-year moved from 5% to 5.15% on the release, and hours later the five-year auction was a disaster. French and German services PMIs also beat. Bonds are repricing globally to a stronger growth picture than the market had been positioned for.
This week's chart highlights global #PMIs at multi-year highs, signaling resilient growth but keeping rates higher for longer amid sticky #inflation - chart #JPMorganAM
September 29, 2026 at 5:27 AM
This week's chart highlights global #PMIs at multi-year highs, signaling resilient growth but keeping rates higher for longer amid sticky #inflation - chart #JPMorganAM
📅 Major events: Jobs, inflation, GDP, FOMC decisions move markets.
📊 Key reports: Payrolls, CPI/PPI, FOMC, ISM PMIs, retail sales.
🔍 Get event summaries or impact ranking if needed.
#USEconEvents #Jobs #Inflation #GDP #FOMC #Markets
View in Timelines
📊 Key reports: Payrolls, CPI/PPI, FOMC, ISM PMIs, retail sales.
🔍 Get event summaries or impact ranking if needed.
#USEconEvents #Jobs #Inflation #GDP #FOMC #Markets
View in Timelines
September 27, 2026 at 7:00 AM
📅 Major events: Jobs, inflation, GDP, FOMC decisions move markets.
📊 Key reports: Payrolls, CPI/PPI, FOMC, ISM PMIs, retail sales.
🔍 Get event summaries or impact ranking if needed.
#USEconEvents #Jobs #Inflation #GDP #FOMC #Markets
View in Timelines
📊 Key reports: Payrolls, CPI/PPI, FOMC, ISM PMIs, retail sales.
🔍 Get event summaries or impact ranking if needed.
#USEconEvents #Jobs #Inflation #GDP #FOMC #Markets
View in Timelines
Revisión de mercados: las acciones superan a los bonos en medio de PMIs sólidos, tensiones diplomáticas y preocupaciones energéticas.
September 26, 2026 at 4:10 AM
Revisión de mercados: las acciones superan a los bonos en medio de PMIs sólidos, tensiones diplomáticas y preocupaciones energéticas.
BofA: We expect Sep payrolls to rise by a below-consensus 60k (private: 50k) due to payback from Aug’s strong seasonal factors, but underlying job growth remains resilient at 100k+.
Unemployment likely stays at 4.1% (risk of 4.2%). Aug PCE, Sept ISM PMIs also on tap
Unemployment likely stays at 4.1% (risk of 4.2%). Aug PCE, Sept ISM PMIs also on tap
September 25, 2026 at 11:38 AM
BofA: We expect Sep payrolls to rise by a below-consensus 60k (private: 50k) due to payback from Aug’s strong seasonal factors, but underlying job growth remains resilient at 100k+.
Unemployment likely stays at 4.1% (risk of 4.2%). Aug PCE, Sept ISM PMIs also on tap
Unemployment likely stays at 4.1% (risk of 4.2%). Aug PCE, Sept ISM PMIs also on tap
Which also means the US PMI data are sending a more hawkish signal for interest rates than PMIs for the other major advanced economies www.spglobal.com/market-intel...
September 25, 2026 at 9:43 AM
Which also means the US PMI data are sending a more hawkish signal for interest rates than PMIs for the other major advanced economies www.spglobal.com/market-intel...
GS: The September S&P PMIs Have Been Much Firmer Than Most Other Business Surveys Released So Far
We think the bond market response to yesterday's release was an overreaction
-pockets of overheating remain limited to just a few manufacturing industries tied to the AI buildout
We think the bond market response to yesterday's release was an overreaction
-pockets of overheating remain limited to just a few manufacturing industries tied to the AI buildout
September 25, 2026 at 12:00 AM
GS: The September S&P PMIs Have Been Much Firmer Than Most Other Business Surveys Released So Far
We think the bond market response to yesterday's release was an overreaction
-pockets of overheating remain limited to just a few manufacturing industries tied to the AI buildout
We think the bond market response to yesterday's release was an overreaction
-pockets of overheating remain limited to just a few manufacturing industries tied to the AI buildout
Houston #News: #US Treasury yields surge to multi-year highs on oil spike, strong #PMIs; #WallStreet tumbles - https://kensbookinfo.blogspot.com/p/us-cities.html#49a
September 24, 2026 at 8:14 PM
Houston #News: #US Treasury yields surge to multi-year highs on oil spike, strong #PMIs; #WallStreet tumbles - https://kensbookinfo.blogspot.com/p/us-cities.html#49a
U.S. futures fall as 30-year yield hits 2004 high and Brent holds near $104
Wall Street futures dropped Thursday with S&P 500 contracts off about 0.5% and Nasdaq 100 about 0.9% as the 30-year Treasury yield touched roughly 5.43%—its highest since 2004—and Brent crude stayed elevated near… #Finance
Wall Street futures dropped Thursday with S&P 500 contracts off about 0.5% and Nasdaq 100 about 0.9% as the 30-year Treasury yield touched roughly 5.43%—its highest since 2004—and Brent crude stayed elevated near… #Finance
U.S. futures fall as 30-year yield hits 2004 high and Brent holds near $104
Wall Street futures dropped Thursday with S&P 500 contracts off about 0.5% and Nasdaq 100 about 0.9% as the 30-year Treasury yield touched roughly 5.43%—its highest since 2004—and Brent crude stayed elevated near $103–$104. Traders marked up October Fed hike odds to about 71% after strong PMIs, Middle East risk, and caution ahead of Trump–Xi talks.
us-brief.com
September 24, 2026 at 4:55 PM
U.S. futures fall as 30-year yield hits 2004 high and Brent holds near $104
Wall Street futures dropped Thursday with S&P 500 contracts off about 0.5% and Nasdaq 100 about 0.9% as the 30-year Treasury yield touched roughly 5.43%—its highest since 2004—and Brent crude stayed elevated near… #Finance
Wall Street futures dropped Thursday with S&P 500 contracts off about 0.5% and Nasdaq 100 about 0.9% as the 30-year Treasury yield touched roughly 5.43%—its highest since 2004—and Brent crude stayed elevated near… #Finance
🇺🇸 10-year Treasury jumps to 5.12% after strong data; Fed–Treasury split surfaces on how to read the bond market
10-year Treasury jumps to 5.12% after strong data; Fed–Treasury split surfaces on how to…
The 10-year Treasury rose to ~5.12% after strong PMIs and a Fed hike. With deficits >6% of GDP, CRFB says a 5% 10Y could push annual interest costs to ~$2.7T i…
hafidwatch.com
September 24, 2026 at 4:03 PM
🇺🇸 10-year Treasury jumps to 5.12% after strong data; Fed–Treasury split surfaces on how to read the bond market
📰 "Euro area PMIs rise despite the escalation in the Middle East" - Commerzbank Research
https://www.commerzbank.de/group/research/economic-briefing/260923-eb-euro-area-pmis-e.pdf
https://www.commerzbank.de/group/research/economic-briefing/260923-eb-euro-area-pmis-e.pdf
September 24, 2026 at 2:03 PM
📰 "Euro area PMIs rise despite the escalation in the Middle East" - Commerzbank Research
https://www.commerzbank.de/group/research/economic-briefing/260923-eb-euro-area-pmis-e.pdf
https://www.commerzbank.de/group/research/economic-briefing/260923-eb-euro-area-pmis-e.pdf
No idea on the latter, but given the sharp move post-PMIs yesterday that wouldn’t be a surprising reaction. If they truly want to be myopically data-dependent, there’s not much that would hold them back from proceeding with a more typical hiking cycle. But agree it is looking extreme/overdone now.
September 24, 2026 at 12:45 PM
No idea on the latter, but given the sharp move post-PMIs yesterday that wouldn’t be a surprising reaction. If they truly want to be myopically data-dependent, there’s not much that would hold them back from proceeding with a more typical hiking cycle. But agree it is looking extreme/overdone now.
US Flash PMIs: "To put the growth surge in context, barring the spike in demand following the opening up of the economy after the COVID-19 lockdowns, the latest improvement in business activity is the greatest recorded since early 2015"
-Chris Williamson, S&P Global
-Chris Williamson, S&P Global
September 24, 2026 at 8:00 AM
US Flash PMIs: "To put the growth surge in context, barring the spike in demand following the opening up of the economy after the COVID-19 lockdowns, the latest improvement in business activity is the greatest recorded since early 2015"
-Chris Williamson, S&P Global
-Chris Williamson, S&P Global
Asia check: the oil de-escalation leg broke. Brent settled $103.08 (+3.86%), reclaiming $100 after 2 closes below; Iran walked out of Trump's UN speech and claims strikes on US forces in Kuwait/UAE. Stagflation checkpoint fully armed: hot PMIs, 10Y 5.11%, oil >$100. BofA: $150 tail.
September 24, 2026 at 7:06 AM
Asia check: the oil de-escalation leg broke. Brent settled $103.08 (+3.86%), reclaiming $100 after 2 closes below; Iran walked out of Trump's UN speech and claims strikes on US forces in Kuwait/UAE. Stagflation checkpoint fully armed: hot PMIs, 10Y 5.11%, oil >$100. BofA: $150 tail.
📰 "S&P PMIs Five of Seven Early Reporters Show Stronger Output in September" - Haver Analytics Economy in Brief
https://www.haver.com/articles/s-and-p-pm-is-five-of-seven-early-reporters-show-stronger-output-in-september
https://www.haver.com/articles/s-and-p-pm-is-five-of-seven-early-reporters-show-stronger-output-in-september
September 23, 2026 at 11:00 PM
📰 "S&P PMIs Five of Seven Early Reporters Show Stronger Output in September" - Haver Analytics Economy in Brief
https://www.haver.com/articles/s-and-p-pm-is-five-of-seven-early-reporters-show-stronger-output-in-september
https://www.haver.com/articles/s-and-p-pm-is-five-of-seven-early-reporters-show-stronger-output-in-september
Mercado digere pesquisa eleitoral AtlasIntel bateria de PMIs hoje; Ibovespa em dólar cai nesta quarta-feira (23): O mercado local acompanha a divulgação da pesquisa AtlasIntel nesta quarta-feira (23), que deve conformar a disputa cada vez mais acirrada entre o #MercadoFinanceiro #PesquisaEleitoral
Mercado digere pesquisa eleitoral AtlasIntel bateria de PMIs hoje; Ibovespa em dólar cai nesta quarta-feira (23)
O mercado local acompanha a divulgação da pesquisa AtlasIntel nesta quarta-feira (23), que deve conformar a disputa cada vez mais acirrada entre o
www.moneytimes.com.br
September 23, 2026 at 10:46 PM
Mercado digere pesquisa eleitoral AtlasIntel bateria de PMIs hoje; Ibovespa em dólar cai nesta quarta-feira (23): O mercado local acompanha a divulgação da pesquisa AtlasIntel nesta quarta-feira (23), que deve conformar a disputa cada vez mais acirrada entre o #MercadoFinanceiro #PesquisaEleitoral
Monday I wrote: unless the short end eases, that relief is position unwinding, not regime change. 48 hours later the 2Y didn't ease, it rose to 4.90%. The 10Y hit 5.11%, highest since 2007. Relief over. BTC gave back its 7% in the same window. Full report:
josegarajau.substack.com/p/the-relief...
josegarajau.substack.com/p/the-relief...
The Relief Lasted 48 Hours: Strong PMIs and Yields at Highs Since 2007
Activity surprises to the upside, the 10-year yield hits 5.11%, and the dollar breaks 100.19. This time the Fed isn't responding to oil alone, it's responding to the economy itself.
josegarajau.substack.com
September 23, 2026 at 10:18 PM
Monday I wrote: unless the short end eases, that relief is position unwinding, not regime change. 48 hours later the 2Y didn't ease, it rose to 4.90%. The 10Y hit 5.11%, highest since 2007. Relief over. BTC gave back its 7% in the same window. Full report:
josegarajau.substack.com/p/the-relief...
josegarajau.substack.com/p/the-relief...
PMIs, petróleo, pesquisa AtlasIntel e mais destaques desta quarta-feira: InfoMoney reúne as principais informações que devem movimentar os mercados nesta quarta-feira (23) #PMI #Petróleo
PMIs, petróleo, pesquisa AtlasIntel e mais destaques desta quarta-feira
InfoMoney reúne as principais informações que devem movimentar os mercados nesta quarta-feira (23)
www.infomoney.com.br
September 23, 2026 at 9:49 PM
Wolf Richter has more equanimity about financial trends than any other 30 economics pundits combined. So when HE panics, things must be really bad.
"They got spooked: 2-year Treasury yield +13 basis points to 4.90% after yesterday’s auction. 7-year +14 basis points to 5.04%. 30-year hits 5.39%."
"They got spooked: 2-year Treasury yield +13 basis points to 4.90% after yesterday’s auction. 7-year +14 basis points to 5.04%. 30-year hits 5.39%."
Bond Bloodbath: 10-Year Treasury Yield Spikes 13 Basis Points to 5.10% after Hot PMIs with Inflation Written All Over | Wolf Street
wolfstreet.com
September 23, 2026 at 9:45 PM
Wolf Richter has more equanimity about financial trends than any other 30 economics pundits combined. So when HE panics, things must be really bad.
"They got spooked: 2-year Treasury yield +13 basis points to 4.90% after yesterday’s auction. 7-year +14 basis points to 5.04%. 30-year hits 5.39%."
"They got spooked: 2-year Treasury yield +13 basis points to 4.90% after yesterday’s auction. 7-year +14 basis points to 5.04%. 30-year hits 5.39%."
SPX 7,706.05 -0.75%. 10Y 5.11% 2007 high on hot flash PMIs (58.4 comp, 5-yr high) + Barr hawkish + Brent reclaims $100. Breadth deteriorated: 1/11 sectors +. 7,718 flip lost — 3rd-close test failed; 7,800 wall ~94pts away. 7,657/7,600 support next; 7,450 holds. Bias: NEUTRAL/DEFENSIVE. $SPX #Markets
September 23, 2026 at 8:09 PM
SPX 7,706.05 -0.75%. 10Y 5.11% 2007 high on hot flash PMIs (58.4 comp, 5-yr high) + Barr hawkish + Brent reclaims $100. Breadth deteriorated: 1/11 sectors +. 7,718 flip lost — 3rd-close test failed; 7,800 wall ~94pts away. 7,657/7,600 support next; 7,450 holds. Bias: NEUTRAL/DEFENSIVE. $SPX #Markets
PMIs, Barr, 5yr auction, Brent +4.4%... tough day Treasurys all the way around
September 23, 2026 at 8:07 PM
PMIs, Barr, 5yr auction, Brent +4.4%... tough day Treasurys all the way around
🇺🇸 Futures put 73% odds on October Fed hike after Barr remarks, PMI price surge
Futures put 73% odds on October Fed hike after Barr remarks, PMI price surge
Fed funds futures imply a 73% chance of an October rate hike after Michael Barr signaled more tightening may be needed and S&P Global PMIs showed multi-year hi…
hafidwatch.com
September 23, 2026 at 6:03 PM
🇺🇸 Futures put 73% odds on October Fed hike after Barr remarks, PMI price surge
📈 10-year yield spikes above 5% after blowout US PMIs.
🛢️ US law allows tariffs on top five Russian oil buyers.
☁️ Nebius raises Nvidia GPU prices amid strong AI demand.
📊 Arq presents at Water Tower Research virtual conference.
🛢️ US law allows tariffs on top five Russian oil buyers.
☁️ Nebius raises Nvidia GPU prices amid strong AI demand.
📊 Arq presents at Water Tower Research virtual conference.
September 23, 2026 at 4:47 PM
📈 10-year yield spikes above 5% after blowout US PMIs.
🛢️ US law allows tariffs on top five Russian oil buyers.
☁️ Nebius raises Nvidia GPU prices amid strong AI demand.
📊 Arq presents at Water Tower Research virtual conference.
🛢️ US law allows tariffs on top five Russian oil buyers.
☁️ Nebius raises Nvidia GPU prices amid strong AI demand.
📊 Arq presents at Water Tower Research virtual conference.