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The US is set to ease requirements on oil and gas operations to curb methane emissions in a new climate rollback.

The 10-year Treasury yield held at 5.00% on Oct. 26, while the 2-year eased to 4.68% from 4.69%. Mortgage and business loan rates follow the 10-year level.

One setup from the globe, no side taken, sent from World Watch on World State Trading. Free Sunday setup email. https://worldstatetrading.com/worldwatch?s=x&utm_source=bluesky&utm_medium=social&utm_campaign=world-watch

POLL Strong dollar, high yields drag on gold outlook, but central-bank demand lends support reut.rs/3UitTkq

Battle of Leyte Gulf: Logistics and What Ifs? ⚓️The Toll of Continuous Combat: ⚓️The Sibuyan Sea & The Loss of USS Princeton ⚓️Halsey’s Move North & Task Force 34 ⚓️Tactical Positioning at Samar ⚓️The Surigao Strait Victory & A Missed "Second Surigao" youtu.be/vitMtjpZxlw

Oil markets are increasingly pricing persistent elevated oil prices. How investors are unprepared for this new reality, free on the blog app this week: bobeunlimited.substack.com/p/higher-for...

U.S. refineries ran at very high rates in 2026, the EIA said. The next thing to watch is whether those rates hold.

The next FOMC decision lands Oct. 28, 2026. What we are wondering is whether the FOMC will change rates.

The 10-year Treasury yield slipped to 5.12% from 5.15%, while the 2-year rose to 4.79% from 4.77%. That kept a key borrowing benchmark elevated for mortgages and business loans.

The Federal Reserve will announce its next decision Oct. 28, 2026. We are wondering if policymakers will change interest rates.

U.S. refineries have run at very high rates in 2026, according to the EIA. The next thing to watch is whether that pace holds.

The Treasury Department proposed new regulations to bar large institutional investors from buying up single-family homes, the latest step in the process to implement the most controversial section of the sweeping bipartisan housing law

French 10-year bond yields broke above 5% for the first since 2002 this morning. 55% of their outstanding debt is owned by investors in other countries. The Japanese have positive real yields in their own bond market. Germany's bunds are the safety trade in Europe. I don't know who buys OATS now.

Oil lifts Saudi bourse; Egypt tumbles on regional tensions reut.rs/47mPVp5

Rep. Gilbert Cisneros (D-Calif.) bought $BHE on Oct 1, and the trade was between $15,001 and $50,000. The next thing to watch is how markets weigh rates after this morning’s September CPI report. We watch every Congress trade the day it posts.

US consumer prices advanced at the fastest pace in five months on rising fuel costs and a gauge of underlying price pressures also came in hot. Follow our live blog on the latest news and market reaction to the US CPI report for September

Two Singapore-registered vessels struck in Strait of Hormuz; one sinks reut.rs/4jWpopW

The 10-year Treasury yield rose to 5.24% from 5.22%, and the 2-year climbed to 4.80% from 4.75%. That 10-year level kept mortgages and business loans costly.

Freight rates for Russian Urals oil shipments to India hit fresh records in early October reut.rs/4B3cCw5

Condo buyers are lending to developer Cain through a program known as Founder Bonds to help fund its $10 billion real-estate project. on.wsj.com/4hLanGg

gCaptain reported that growth in gas as a shipping fuel ran into methane issues.

The 10-year Treasury yield rose to 5.24% on Oct. 9 from 5.22%, and the 2-year climbed to 4.80% from 4.75%. That longer-term rate affects the cost of mortgages and business loans.

The 10-year Treasury yield rose to 5.24% from 5.22%, keeping pressure on mortgages and business loans.

Higher oil prices move money from drivers to shareholders. Oil companies are extracting roughly the same amount of oil, but the price per barrel keeps going up.

What the Ship (Ep 149): Hormuz Strikes, Black Sea Escalation, Surging Tanker Rates & Ammonia Bulker ⚓Strait of Hormuz Under Threat ⚓Black Sea Flashpoint Spreads ⚓Tanker Rates Shatter Records ⚓Global Routes Reshaped ⚓Green Tech Maiden Voyage Video: youtu.be/hE90bl_c010

The 10 year Treasury yield rose to 5.24% from 5.22%, while the 2 year climbed to 4.80% from 4.75%. Borrowers feel the longer rate in mortgages and business loans.

Bond investors are demanding the most compensation to own French bonds over Italian ones since the founding of the euro.

COMMENTARY: Morning Bid: Bonds, bombs and barricades reut.rs/3VWeNBq

Another data point suggesting September's renewed labor market strength (not apparent in the jobs report!) has continued into early October

Attack risks rise for tankers as Iran vows to block more Hormuz routes reut.rs/3VyDpQM

EIA reports mixed outlook for energy expenditures this winter. What we are wondering is how costs will land for households.

EIA reports mixed outlook for energy expenditures this winter. What we are wondering is how costs will split by region.

How US mortgage bonds can trigger a ‘vicious loop’ for Treasury yields ft.trib.al/7ZHB601

Iranian official says 'illegal routes' in Strait of Hormuz to soon be blocked reut.rs/4zln1BD

The 10 year yield reached 5.31 percent after moving up from 5.28 percent. That rate guides mortgages and business loans.

CPI is due October 14, 2026. We will be watching the inflation reading.

Crude oil prices rose in the third quarter. Refinery margins rose in the third quarter.

Sen. Sheldon Whitehouse (D-R.I.) partially sold $JPM on Sep 4. The trade was between $15,001 and $50,000.

U.S. natural gas production hit a record high in July 2026, the EIA said. What we are wondering is whether output stayed at that level after July.

An all around weak -- but not tragic -- payrolls report for September. +29k jobs created, about 60k below expectations. Revisions made both July and August look weaker, too. Over the past 3 months, we've an average of a mere +17k per month.

Here’s the US Treasury market reaction to the soft jobs report. Note the continued retracement in 2-year yields as traders moderate Fed rate hike expectations. The next major data catalyst here will be CPI inflation on October 14th. (Bloomberg data below.) #economy #markets #bonds #inflation

The 10-year Treasury yield slipped to 5.24% from 5.29%, and the 2-year fell to 4.78% from 4.88%. That longer rate squeezes mortgages and business loans.

The Federal Reserve Board finalized changes to make its stress test more open and accountable. The changes also aim to reduce swings in related capital rules.

Fed Chair Kevin Warsh says the unemployment rate is running “basically consistent with full employment.” What the heck does “full employment” mean? Dip your toes into this metaphor!

Speech by Governor Waller on Federal Reserve economic data @stlouisfed.bsky.social: www.federalreserve.gov/newsevents/s... Watch live: www.youtube.com/live/1fK5omR... Learn more about Governor Waller: www.federalreserve.gov/aboutthefed/...

The Strait of Hormuz remained choked on day 164. The real question is how long the oil disruption lasts.

As illustrated in this CNBC chart, it has been quite a month for the fixed-income market. The 10-year yield has moved up by around 50 bps to its highest level since 2007 (with a slightly larger move for the 2-year, while the 30-year has reached levels not seen since 2002). 1 of 3

End of February right before the war started: Inflation 2.4% 10 year Treasury 3.9% Mortgage Rates 6% Oil $67 Gas $3.10 Now: Inflation 3.4% 10 year Treasury 5.2% Mortgage Rates 7.6% Oil $90 Gas $4.43

US stocks slid as pressure from the bond market hit a new level and inflation worries weighed on investors.

The next jobs report lands Oct. 2, 2026, with fresh readings on hiring and unemployment. Still unanswered: what will those numbers show?