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The US yield curve continues to steepen post-Jackson Hole
- What is the bond market saying about the Fed outlook and the economy?
USD & yields higher while stocks struggle as decent data marginally trims rate cut bets
- Strong US PMI data and hawkish Fed talk saw stocks and bonds remain pressured, boosted the Dollar, with all eyes to Jackson Hole
Choppy day with Fed minutes and Fed's Cook drama
- US Indices slipped, oil popped, dollar gained with eyes fixed on Powell.
Risk off day for tech with treasuries & USD catching a bid
- Stocks slipped as mega-cap tech led losses, defensives outperformed, Treasuries rallied, oil eased, and the dollar firmed (yen strongest) with eyes on FOMC minutes and Jackson Hole
S&P affirms US AA+ rating with stable outlook despite high deficits
- S&P kept the US at AA+/A-1+ with a stable outlook, citing high deficits and rising debt but no persistent deterioration expected
Morgan Stanley expects a hawkish leaning Powell this week
- The bank reckons CPI data last week means less chance of a dovish pivot
Cross Asset Snapshot: choppy start across markets with eyes on jackson hole
- Stocks went sideways, oil firmed, yields ticked up and the dollar edged higher
JPMorgan sees stagflation signs as tariffs lift prices and US growth, jobs slow
- US could face a “somewhat stagflationary” environment in the second half of the year
Trump taps EJ Antoni to head BLS, sparking concerns over partisanship and expertise
- For markets, the key worry is the potential impact on the perceived reliability and integrity of the BLS’s data
Japan is on Mountain Day holiday today - markets are closed. US bond trade impacted.
- Japanese markets are closed for a holiday today,
US eyes October deadline to seal trade deals. Canada, Mexico, Switzerland seek terms.
- Nikkei reports on an interview with US Treasury Secretary Scott Bessent
The White House says that Trump is about to make an major announcement about the economy
- Media have been called in to the Oval Office
U.S. Treasury auctions off $25 billion of 30 year bonds at a high yield of 4.813%
- WI level at the time of the auction 4.792%
Is the Fed about to make another policy mistake?
- The NFP report triggered a quick change of heart showing that the Fed doesn't have the guts to look through some labour market weakness
10-Year Yield Futures Analysis Today | tradeCompass
- Explore today’s technical analysis on Micro 10-Year Yield Futures (10Y) using tradeCompass. Key levels, partial targets, and directional bias for August 6, 2025
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