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Futures Slip After Records | Oil and Yields Reprice the Rally | Debt Odds Climb | Bitcoin Stalls

Oct 7, 2026

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6 min read

Futures Slip After Records | Oil and Yields Reprice the Rally | Debt Odds Climb | Bitcoin Stalls

Futures fell after record closes as Brent held above $101, the 10-year rose near 5.32%, and debt odds stayed high.

Bo Nichols, +1

Stocks Set Records | The 10-Year Stayed High | Diesel Relief Became Policy | Route Risk Stayed Armed

Oct 6, 2026

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5 min read

Stocks Set Records | The 10-Year Stayed High | Diesel Relief Became Policy | Route Risk Stayed Armed

The S&P 500 closed at a record. The 10-year eased only to 5.27%. Hormuz traffic back to normal by year-end still trades near 19%.

Bo Nichols, +1

Futures Bounce | The 30-Year Still Prices Six | Diesel Relief Enters Policy | Mokha Tests Route Risk

Oct 6, 2026

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5 min read

Futures Bounce | The 30-Year Still Prices Six | Diesel Relief Enters Policy | Mokha Tests Route Risk

Futures rose as 5.8% on the 30-year hit 66%, diesel-tax relief began, and Hormuz normal by year-end sat at 19%.

Bo Nichols, +1

More Firms Paid Up | The 10-Year Hit a 2002 High | Oil Fell Anyway | The Pros Moved In

Oct 5, 2026

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5 min read

More Firms Paid Up | The 10-Year Hit a 2002 High | Oil Fell Anyway | The Pros Moved In

More service firms paid higher prices than at any time since 2022. The 10-year touched its highest yield since 2002. The Nasdaq still closed at a record.

Bo Nichols, +1

Jobs Killed October | The Long End Held Five | Hormuz Lost Its Chokehold | Checks Reopened Fiscal Risk

Oct 5, 2026

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5 min read

Jobs Killed October | The Long End Held Five | Hormuz Lost Its Chokehold | Checks Reopened Fiscal Risk

Futures fell as no October hike reached 84%, the 10-year held near 5.25%, and WTI kept a $100 tail.

Bo Nichols, +1

Oct 4, 2026

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6 min read

Softer Jobs Meet $119 Billion of Supply

Treasury sells $119 billion of debt from Tuesday to Thursday. Fed minutes land Wednesday with October hike odds near 17%. A U.S.-Iran meeting contract near 1% expires Monday night.

Bo Nichols, +1