Treasury yields were steady in thin trade on a holiday-shortened week, reversing much of Tuesday's rise after data showed the U.S. economy grew at a 4.3% annual pace in the third quarter.This lifted two-year Treasury yields to a 13-day high of 3.559% as investors trimmed expectations for another interest-rate cut in January.However, the data are backward-looking and traders will continue to watch for any signs of a weak jobs market and slowing inflation. ...

All year, the jobs market, consumer sentiment, AI and inflation flashed economic warning signs — what does this mean for 2026? Listen to @sarahsholder @svaneksmith and @Markzandi on the Big Take podcast https://t.co/e1vy03yNRW https://t.co/Tid3NEIhqK ...

When the Federal Reserve cut interest rates this week, some might have hoped that mortgage rates would follow. But contrary to popular belief, mortgage rates track movements in the long-term 10-year Treasury yield, rather than the federal funds rate. The central bank’s third-straight cut of 2025 lowered the target range for the federal funds rate to 3.5%-3.75%. The Fed's decision was driven mostly by a weakening jobs market. But the Fed also made it clear that further rate cuts are on pause, projecting on ...

Welcome back. Major indices rebounding off those session lows at the open this morning, trying to save off some back-to-back weekly losses. Should we be treating this as a buying opportunity.Joining us this morning, Wilmington Trust chief investment strategist Megan Shu is with us. Help make some sense of this Friday. Megan, what is your sense about where we are and what needs to happen to bring more stability, get that VIX a little bit lower.Um, yeah, Carl, I think actually in the short term, a little bit ...

COMPONENT. IF THEY ARE BECOMING LONG-DURATION ASSETS THEY WILL SWING WITH RATES. JONATHAN: TO THE FORCES I AM TALKING ABOUT PUT THE YEAR IN THE RALLY IN JEOPARDY.GEORGE: WE WILL GO THROUGH MANY CYCLES BEFORE WE GET TO THE TYPICAL YEAR END RALLY WHICH TYPICALLY KICKS OFF CLOSER TO THANKSGIVING INTO THE END OF THE YEAR. I THINK NOW WITH THE GOVERNMENT REOPENING WE WILL GET THE DATA. SOME DATA.NOT ALL OF IT. THE BURDEN OF PROOF IS THERE. YOU HAVE TO HAVE REALLY STRONG JOBS DATA TO TURN OFF THE FED.EVEN THOUGH ...

UK unemployment rose more than expected, further evidence of a cooling jobs market https://t.co/HPBuYQB7Ek ...

Labor Market Analysis - The labor market is showing signs of weakness, with some indicators suggesting conditions near recession levels [1][3] - Employment growth appears to be close to zero, potentially stabilizing at pre-shutdown levels [5][6] - Job openings and hiring are weak and potentially weakening, as indicated by Indeed numbers [6] - Layoff announcements, as summarized by the Challenger measure, are raising concerns [7][10] Economic Outlook - GDP is considered "doing okay" at 36%, but is distorted by front-loading effects and changes in inventories [8] - The labor market numbers are considered a more reliable measure of the economy's current state than GDP [9] Inflation and Monetary Policy - Inflation numbers have been generally encouraging, despite the pass-through from tariffs [13][14] - The analyst remains comfortable with the expectation of a Federal Reserve rate cut at the December meeting [15] Technology Impact - There is a potential for a more significant and quicker impact from AI on the labor market than previously anticipated [11][12]

Robert Half issued profit guidance below analysts’ estimates, signaling that the global jobs market is continuing to soften https://t.co/kOHJmAHhDK ...

Core Insights - The UK government is facing pressure to find £30 billion in tax rises and spending cuts in the upcoming Budget, with warnings that further tax increases on businesses could severely impact the jobs market and economic growth [2][3]. Group 1: Business Sentiment - 56% of employers indicated they would either cut jobs or freeze hiring if corporate taxes are raised again, highlighting a significant concern for the job market [2]. - Nearly half of the surveyed businesses have already reduced jobs or halted hiring due to previous tax increases, with the unemployment rate reaching a four-year high of 4.8% [3]. - Business confidence is described as fragile, with many firms citing high operating costs and uncertainty as major barriers to growth [5]. Group 2: Economic Impact - The ICAEW warns that further tax hikes could jeopardize the UK's growth mission, with corporate tax increases potentially leading to a "damaging cliff edge" for the economy [2]. - Almost half of the firms surveyed are considering raising prices in response to higher taxes, and two in five plan to cut investment [4]. - Inflation is currently at 3.8%, nearly double the Bank of England's target, which is exacerbated by a deteriorating labor market [5][6].

UK bonds jumped and investors bet on more Bank of England interest-rate reductions after Governor Andrew Bailey flagged a weaker jobs market https://t.co/fMCY3Lgi83 ...