Weekly Talking Points - Watching bond yields again - 05 October 2026

Our round-up of what to expect in the coming week and the key events of last week.

In our latest Weekly Talking Points we look at some US economic data out this week and focus on bond yields again with the 10 and 30-yr. US debt auctions.

In our Spotlight section we look at US 2 and 10-yr. note yields which are at critical chart levels.

Our review section looks at the strong US growth data, still high inflation readings and soft jobs data. The Fed has a problem. We also discuss other economic data and the turmoil in French bond markets.

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