INDEX

1769 ENTRIES · UPDATED 2026.10.02

1669 Counselor to the Treasury Secretary David Zervos on elevated bond yieldsDavid Zervos, counselor to the Treasury Secretary, joins CNBC's 'Squawk on the Street' to discuss the new role and the Trump administration's strategy for the economy. 2026.10.01 1670 Q4 Outlook for Traders: Three tests for the wall of worryOne of the lessons markets have delivered repeatedly in recent years is that an impressive backdrop of risks does not deliver “logical” market outcomes. The Iran war produced the largest disruption to global energy supplies in decades. Long-term government bond yields have pushed 2026.10.01 1671 The US Economy “Is Running Hot,” Lots of Consumer Spending Growth, Lots of Inflation. The Bond Market Sees it TooAdjusted for inflation, lots of inflation, consumer spending in August rose by 0.55% month-to-month and by 2.6% year-over-year, according to the Bureau of Economic Analysis today. Americans have been out there spending despite soaring gasoline prices, AI-will-kill-us-all-mongerin 2026.10.01 1672 UK: Annual house price growth halves in SeptemberSeptember saw UK annual house price growth halve to 0.8%, the weakest rate of growth since December 2025. Prices were down 0.2% month-on-month, after taking account of seasonal effects. “Market activity and house prices have remained subdued in recent months, in part reflecting t 2026.10.01 1673 RBA Index of Commodity Prices September 2026Preliminary estimates for September indicate that the index increased by 1.4 per cent (on a monthly average basis) in SDR terms, after increasing by 0.3 per cent in August. The rural, non-rural and base metals subindices all increased in the month. In Australian dollar terms, the 2026.10.01 1674 Swiss consumer prices remained stable in SeptemberThe Consumer Price Index (CPI) remained unchanged in September 2026 compared with the previous month, at 101.5 points (December 2025 = 100). Inflation was +1.0% compared with the same month of the previous year. These are the results of the Federal Statistical Office (FSO). The s 2026.10.01 1675 Spain: Production rises and optimism improves despite intensification of inflationary pressuresSpain’s manufacturing economy experienced modest growth in September, although the sector’s underlying performance remained subdued. Production rose, the first increase in four months, but overall new work continued to decline amid ongoing uncertainty and rising prices, especiall 2026.10.01 1676 Monetary Policy Through the Lens of Financial ConditionsIn recent months, major central banks have placed a greater emphasis on broader financial conditions when describing the stance of monetary policy. Chairman Kevin Warsh characterized the Federal Reserve’s September rate hike as “removing a dose of accommodation so that financial 2026.10.01 1677 Japan PM Takaichi: Japan's economic policy is not aimed at manipulating FXJapan PM Takaichi: Japan's economic policy is not aimed at manipulating FX. Japan PM Takaichi: Told president Trump undervaluation of yen is a problem. Japan PM Takaichi: Expect consumption tax cut on food will be passed on to sales prices. 2026.10.01 1678 Italy: Operating conditions stabilise, but underlying demand remains weakA further reduction in order book volumes at Italian manufacturers was signalled in September, according to PMI® data by S&P Global. Subdued demand was largely behind firms' decisions to lower output and purchasing volumes. Pressure on supply chains subsided somewhat, but firms f 2026.10.01 1679 US wants the EU to release 120 million barrels of diesel in the next 6 months - One of The SourcesUS wants the EU to release 120 million barrels of diesel in the next 6 months - One of The Sources. 2026.10.01 1680 French manufacturing sector expands again in September but growth slowsFrance's manufacturing sector grew further during September, although there was a slowdown as new orders continued to decrease, purchasing activity was reduced and price pressures accelerated. Firms' expectations for the next 12 months remained subdued, reflecting concerns relati 2026.10.01