Inflation Report Lands as Oil Tops $100 and Yields Surge
Oil above $100 a barrel and hot PPI data pushed Treasury yields to multi-year highs ahead of a knife-edge Fed decision on rates.
Macro Desk
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The data releases that reset expectations: payrolls, CPI, growth and spending, and the move in yields that follows each print.
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Bessent's Treasury Buyback Backfires as 10-Year Yield Hits 4.85%
Bessent's Treasury buyback aimed at lowering rates instead pushed the 10-year yield to 4.85% and sank stocks, sources show.
July Jobs Report: Payrolls Fall 23,000, Jobless Rate Hits 4.1%
US employers cut 23,000 jobs in July as unemployment fell to 4.1%, with steep revisions and slowing wage growth raising Fed concerns.
Treasury Buyback Move Sends Yields Down, Stocks Higher
Treasury's expanded debt buyback lifted stocks and pulled yields lower, though analysts split on whether the relief will last.
30-Year Treasury Yield Hits 2007 Highs, Markets React
The 30-year Treasury yield hit its highest level since before the Great Recession, prompting Treasury action and mixed market reactions.
PCE, CPI Data Show Inflation Cooling but Sticky in July
July CPI and PCE data show inflation moderating but sticky, as consumer spending pulls back amid elevated energy and grocery prices.
July CPI Rises 3.4% as Energy Costs Keep Inflation Sticky
July CPI rose 3.4% as energy costs stayed high, easing Treasury yields and reducing pressure for a Fed rate hike.
PCE Inflation Data for July Keeps Fed Rate Cuts in Doubt
July PCE inflation data showed core prices up 0.2% and 3.3% annually, while consumer spending stalled amid persistent price pressures.
Jobless Claims Drop to 203,000 as Hiring Stalls Out
Jobless claims fell to 203,000 even as July hiring data showed a surprise 23,000 job loss, revealing a stalled US labor market.
Disinflation Stalls as PCE Holds at 3.7% Annual Rate
PCE inflation held at 3.7% in July as consumer spending slowed, narrowing the Fed's room for policy error.
Treasury Yields Surge Past 5.2%, Reshaping Income Investing
Long-dated Treasury yields surged past 5.2%, outpacing stock dividends, while volatility persists amid Fed and Treasury policy moves.
Bank of Korea Hikes Rate to 3% as Inflation Persists
Bank of Korea raises rates to 3% amid persistent inflation, as U.S. price data surprises and stirs Fed and political debate.
July Data Show Inflation Still Squeezing Consumer Spending
July data show consumer spending cooling as inflation stays high, with income lagging spending for a record 25 months.
July PCE Data Muddies Fed's September Rate Hike Path
July's PCE inflation report showed mixed signals, easing Fed rate-hike pressure despite firm core prices and slowing consumer spending.
Treasury Yields Slip as Buyback Plan Eases Bond Stress
Treasury yields fluctuate as the Treasury expands debt buybacks, easing global bond pressure but leaving markets wary of renewed volatility.
Germany GDP Growth Revised Up to 0.3% in Q2 2026
Germany's Q2 2026 GDP growth was revised up to 0.3% from 0.2%, amid mixed global growth signals in the US, Indonesia, and beyond.
Inflation Squeezes Consumer Spending as Data Diverges
Inflation is reshaping consumer spending, with mixed data on growth forecasts, spending declines, and new FTC pricing rules.
Warsh Speech Looms as Treasury Moves Cool Bond Yields
Treasury yields ease on intervention hopes as markets await Kevin Warsh's speech, per Jeremy Siegel and other analysts.
Consumer Spending Data Drives NJ's $3.7B Revenue Surge
NJ's Treasury raised revenue forecasts by $3.7B on strong consumer spending, even as national data shows mixed signals on spending durability.
Bessent's Treasury Buybacks Fail to Tame Bond Yields Long-Term
Treasury's bond buybacks briefly lifted stocks and lowered yields, but analysts say deficit pressures leave long-term rates largely unchanged.