01Tagged “rates”

Tagged “rates”

5 posts on this topic.

September 8, 20267 min read

August payrolls tripled the 53,000 consensus and hike odds are back near 59%. Oil sits at six-week highs, and CPI lands Friday.

September 4, 20266 min read

Waller's hold signal cut September hike odds to 50.4% and lifted the S&P 1.06%. August payrolls arrive at 8:30 ET with consensus at just 56,000 jobs.

September 3, 20265 min read

MongoDB fell 13.5% and Palo Alto 9.3% after both beat and raised. The rest of the market rose. ISM services and jobless claims land this morning.

September 2, 20266 min read

Dell booked record AI server orders while software fell 5-7%. The market is repricing duration, not AI — and Broadcom reports after today's close.

September 1, 20266 min read

Global bond yields broke to multi-decade highs overnight and oil kept rising. The bond market, not stocks, is setting the terms before this open.