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Yields Ease Monday High | Google Struck a Nuclear Deal | Trump Opened Farm Diesel to Highways

Oct 6, 2026

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6 min read

Yields Ease Monday High | Google Struck a Nuclear Deal | Trump Opened Farm Diesel to Highways

Treasury yields are pulling back after Monday's 24-year high. Google signed a 20-year nuclear deal with Constellation Energy. Trump allowed red-dyed farm diesel on highways as diesel prices hit records.

10-Year Closed at a 2002 High | Bonds Sold With No Catalyst | Nasdaq Hit a Record

Oct 5, 2026

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6 min read

10-Year Closed at a 2002 High | Bonds Sold With No Catalyst | Nasdaq Hit a Record

The 10-year closed at 5.31%, its highest since 2002, with no single trigger behind the selloff. The Nasdaq set an all-time high. ISM services prices hit their highest since July 2022.

Schneider Buying PTC for $22.6B | Brazil Stocks Up 13% | Euro at 17-Month Low

Oct 5, 2026

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5 min read

Schneider Buying PTC for $22.6B | Brazil Stocks Up 13% | Euro at 17-Month Low

Schneider Electric agreed to buy PTC for $22.6 billion at a 42% premium. Bolsonaro leads Brazil's first round and markets surged. The euro hit its lowest since May 2025. Futures are near flat.

TRADERS & QUANTS — SUNDAY LOOK AHEAD

Oct 4, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

The Fed Stepped Back. Now the Bond Market Has to Buy $119 Billion.

TRADERS & QUANTS - SATURDAY RECAP

Oct 3, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

The Long End Hit 2002 | October Left the Table | Diesel Became a Policy Call

29K Jobs Missed by 55K | Hike Bets Moved to December | G7 to Release 100M Barrels

Oct 2, 2026

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5 min read

29K Jobs Missed by 55K | Hike Bets Moved to December | G7 to Release 100M Barrels

October hike odds slipped on a weak jobs report, but December odds rose to 86% and the two-year closed higher. Diesel fell as the G7 moved to release reserves. Brent didn't.

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