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08.09.26 - 22:15
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Solid 3Y Auction Stops Through Ahead Of Friday′s CPI Report (ZeroHedge)
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Solid 3Y Auction Stops Through Ahead Of Friday's CPI Report
With 10Y yields knocking on 4.80%, and threatening to blow out to 5% - if not beyond - there was plenty of interest in the outcome of today's 3Y auction, especially since tomorrow the Treasury starts the new and improved bond buybacks. And now that the auction has priced, we can say that there was plenty of demand.
The sale of $58BN in 3Y paper priced at a high yield of 4.474%, which was up from 4.291% in August and the highest since July 2024. It also stopped through the When Issued 4.475% by one basis point; it was the third stop through in a row indicating there is hardly any shortage of demand for the short end.
The bid to cover was 2.722, virtually unchanged from last month's 2.712 and better than the 2.621 recent average.
Internals were less solid: foreign buyers took down 62.15%, modestly below last month's 64.24% and below the recent average of 65.51%. And with Directs awarded a red hot 26.9%, the most since February, ...
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08.09.26 - 19:48
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Canada Tariffs Escalate Trade Spat; Markets brace for Inflation Test (Bloomberg)
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Get a jump start on the US trading day with Vonnie Quinn and Bailey Lipschultz on "Bloomberg Open Interest." The summer calm may be over. Middle East tensions hit markets ahead of a crucial inflation report, as the US-Canada trade fight escalates. Apple enters the John Ternus era with a foldable iPhone. Plus, NASCAR CEO Steve O'Donnell on racing's momentum, Bloomberg Intelligence's Mandeep Singh on Qualcomm's Amazon chip deal, and Julie Macklowe on tariffs, whiskey and the rise of ready-made cocktails. (Source: Bloomberg)...
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08.09.26 - 18:37
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Americans Feel Better About Jobs, Worse About Finances In Latest NY Fed Survey Amid Subdued Inflation Expectations (ZeroHedge)
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Americans Feel Better About Jobs, Worse About Finances In Latest NY Fed Survey Amid Subdued Inflation Expectations
Unlike some recent extremely volatile months, especially in the first half of 2026, consumers expectations for inflation in August barely budged from July, as disclosed today by the latest NY Fed Survey, which showed that inflation expectations in one year were unchanged at 3.6%, estimates for inflation in five years were also flat at 3.0% for the 12th month in a row, while estimates for inflation in three years dipped to 3.2%, from 3.3%.
According to the report, median inflation uncertainty—or the uncertainty expressed regarding future inflation outcomes—increased at the one- and five-year horizons and decreased at three-year horizon.
Taking a closer look at the component, median home price growth expectations decreased by 0.2% point to 3.0%, just below its 12-month trailing average of 3.1%. The decrease was driven by those living in the Northeast.
Among commodities, median...
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08.09.26 - 18:18
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Stocks Waver at Start of Week Filled With Key Inflation Data (Bloomberg)
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)...
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08.09.26 - 16:39
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Futures Fall As Inflation Fears Mount With Oil Set To Top $100 (ZeroHedge)
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Futures Fall As Inflation Fears Mount With Oil Set To Top $100
US futures fell as Brent crude approached $100 a barrel, chasing Shanghai crude which is now trading above $102, reinforcing expectations that central banks will have to raise interest rates to contain inflation while a key CPI print looms on Friday. As of 8:15am, S&P 500 futures were 0.3% lower while Nasdaq futures were fractionally negative after reversing an earlier rise. In premarket trading, Mag 7 stocks are mostly lower:
Stocks in Europe and Asia were also weaker. Brent traded around $99 after Saudi Arabia said operations at facilities in the kingdom's south were halted by attacks. As discussed here, strong Chinese purchases added to tightness in oil markets. The dollar gained as the yen erased gains of as much as 1% deriving support from expectations of more restrictive Bank of Japan policy, which had pushed the USDJPY as low as 152, levels last seen in February. Treasuries slipped ahead of a $58 billion auction of thre...
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08.09.26 - 15:48
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Markets Bracing for PPI, CPI Reports This Week (Bloomberg)
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Even with a shortened trading week, two inflation reports could really move markets and impact the next Federal Reserve decision. First is the PPI report on Thursday, followed by the August CPI report that comes out Friday. Bloomberg's Michael McKee has a preview. (Source: Bloomberg)...
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08.09.26 - 15:42
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Latvia Inflation Rises To 3.2% (AFX)
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BRUSSELS (dpa-AFX) - Latvia's consumer price inflation increased in August from a 5-month low in July, data from the statistical office showed on Tuesday.The consumer price index rose 3.2 percent ......
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