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US Treasuries: Long-end selloff extends to multi-decade highs – Deutsche Bank
Deutsche Bank’s Jim Reid describes severe stress in US Treasuries, with 10-year and 30-year yields pushing to post-2000s highs despite dovish PCE revisions.
EU trade: Strategic linkages and rare earths – Rabobank
RaboResearch Global Economics & Markets highlights how the European Union is reshaping trade policy, including linking market access for Thai canned tuna to EU-caught fish and forging a new partnership with Canada on firefighting and critical minerals.
Central banks: Political economy pressures build – Rabobank
Rabobank’s RaboResearch Global Economics & Markets discusses rising political scrutiny of central banks. The report argues central banks are a key pillar of the political economy facing potential role changes.
United States Challenger Job Cuts dipped from previous 52.881K to 43.281K in September
United States Challenger Job Cuts dipped from previous 52.881K to 43.281K in September
Japanese Yen: USD/JPY rises as October BoJ hike bets fade – MUFG
MUFG’s Lee Hardman reports the Japanese Yen has weakened about 0.5% against the US Dollar, lifting USD/JPY to 158.44, after the Bank of Japan’s (BoJ) Summary of Opinions disappointed expectations for an October rate hike.
France 10-y Bond Auction came in at 4.93%, above forecasts (0%)
France 10-y Bond Auction came in at 4.93%, above forecasts (0%)
Euro: French spread widening threatens EUR/USD range – ING
ING’s Chris Turner flags that EUR/USD has been driven to yearly lows mainly by a hawkish reassessment of Federal Reserve policy, but warns French OAT‑Bund spread widening is an emerging concern.
Spain 10-y Obligaciones Auction above expectations (0%): Actual (4.176%)
Spain 10-y Obligaciones Auction above expectations (0%): Actual (4.176%)
US Treasury Yields hit 24-year highs amid energy-driven inflation concerns
US Treasury yields climbed to 24-year highs amid growing concerns over persistent, energy-driven inflation that could prompt tighter monetary policy. At the time of writing, the 10-year Treasury yield rose to 5.33%, while the 30-year yield reached 5.67%.
British Pound: Potential EU re-engagement supports Sterling – ING
Chris Turner at ING discusses the British Pound as EUR/GBP moves noticeably lower, suggesting emerging Euro weakness and a changing UK narrative. He highlights UK Prime Minister Andy Burnham’s speech on moving closer to Europe, including a possible push to rejoin the EU after the next election.
Bank of Japan cautious on further hikes – Rabobank
Rabobank Research Global Economics & Markets reports that the Bank of Japan (BOJ) is reluctant to continue rapid rate hikes, with September meeting notes revealing internal divisions and concerns over weak private consumption.
Mexican Peso: Weakness and USMCA risk repricing – Commerzbank
Commerzbank’s research notes that the Mexican Peso (MXN) had a disappointing September, losing over 4% against the Dollar since late month.
United Kingdom S&P Global Manufacturing PMI below forecasts (52) in September: Actual (51.9)
United Kingdom S&P Global Manufacturing PMI below forecasts (52) in September: Actual (51.9)