Bonds

UK gilt yields rise above last week's high. US Treasury to sell 10s later

• Poor auction today

Positioning for the US election - Trump win likely means higher inflation, higher rates

• This is not in dispute, its not about politics its about macro economics

Treasury yields checked back after change in US election odds since the weekend

• 10-year yields are down some 7 bps to 4.31% today

US election imminent - JP Morgan says Fed to pause rate cuts on a Trump win

• Fed will cut this week but not in December on Trump win

Sad news for Nikkei traders - Japan is closed for a holiday today

• Sports Day in Japan!

Treasury yields won't stay down. What's driving rates

• Early drop today reversed

Barclays looking for a 125K nonfarm payroll headline

• Unemployment rate forecaste to increase to 4.2%

18 investment bank (and others) forecasts for US inflation- centre on 2.1% y/y (headline)

• Headline and core PCE forecasts

10-year Treasury yields stay in retreat after brief brush above 4.30% yesterday

• Yields are down roughly 5 bps again today to 4.22% now

US jobs report Friday "will likely be messier than usual ... recent hurricanes and strike"

• Headline could look rough

Recent surge in US mortgage rates a taste of what's to come

• Comments from the chief economist at Moody's

US treasury auctions off $44 billion a 7-year notes at a high yield of 4.215%

• WI level 4.235%

US treasury to auction off $44 billion a seven year notes at the top of the hour

US 10-year yields near Goldman Sachs' line in the sand

• Goldman Sachs warned that 4.30% could spark risk aversion

US sells 2-year notes at 4.130% vs 4.122% WI

• Results of the sale of $69 billion of two-year notes