Employment, inflation, household spending and repayment capacity.
72 of 72 entries. Dates use publication dates for news/research and recorded source dates for policy; undated entries are excluded by date filters.
Services activity, September Fed meeting minutes and early October consumer sentiment lead a full U.S. trading week. PepsiCo and Delta provide company-level views of household demand, while trade, consumer credit and weekly claims add detail on the economy.
Published: Oct 4, 2026Earlier this week: in an October 1 speech, Michelle Bowman cited increased dealer Treasury positions after eSLR changes. Added October 3; this is not a new rule announcement.
Published: Oct 3, 2026The Nasdaq gained 0.45% over the five sessions through October 2, while the S&P 500 fell 0.27%, the Dow declined 1.26% and the Russell 2000 slipped 0.16%. The 2-year Treasury yield rose 2 basis points and the 10-year yield increased 11 basis points from the prior Friday.
Published: Oct 2, 2026The BLS reported on October 2 that total nonfarm payroll employment rose 29,000 in September, while unemployment increased 0.1 percentage point to 4.2%. That was below the 90,000 median in Reuters’ survey of economists. BLS revised July from +21,000 to −10,000 and August from +162,000 to +133,000, a combined reduction of 60,000. Average hourly earnings were up 3.0% over the year. Financial activities employment fell 7,000 in September; the category is broader than banking.
Published: Oct 2, 2026The September Manufacturing PMI registered 54.5%, down 0.1 point from August and the ninth consecutive month in expansion. New orders and employment improved, while the prices index jumped 6.8 points to 77.9 and inventories returned to contraction.
Published: Oct 1, 2026Dallas Fed President Lorie Logan said she estimates the federal-funds target may need to rise at least another 50 basis points after September's 25-basis-point increase. She cited resilient growth, a balanced labor market and inflation trending toward the mid-2% range, above the Fed's 2% goal.
Published: Oct 1, 2026After the 10-year Treasury yield briefly reached 5.34%, yields turned lower and major U.S. indexes closed modestly higher on October 1. The Dow rose 0.04%, the S&P 500 0.20% and the Nasdaq Composite 0.04%.
Published: Oct 1, 2026In an October 1 speech, Philip Jefferson said growth and employment risks were roughly balanced while inflation risks were tilted upward. He said the FOMC’s September rate increase was appropriate and future adjustments should depend on data and the balance of risks.
Published: Oct 1, 2026Initial claims for the week ended September 26 were 197,000, down 1,000 from the prior week after its revision to 198,000. The four-week average fell 2,500 to 200,000; continuing claims declined 11,000 to 1.701 million.
Published: Oct 1, 2026Treasury announced an OFAC designation of the A7 Network, effective immediately, alongside a FinCEN alert and a proposed rule that would prohibit certain fund transmittals involving A7-controlled foreign sub-agents. The proposed restriction is pending Federal Register publication; its comment period will close 30 days after publication.
Published: Oct 1, 2026The Associated Press reports U.S. consumers spent more than $160 billion through buy now, pay later plans in 2025, with plans increasingly used for groceries, rent and transportation.
Published: Oct 1, 2026Global bonds sold off as energy costs and inflation worries lifted yields. The 10-year Treasury reached 5.34% before easing to 5.28%; Micron’s strong AI-memory demand helped tech shares.
Published: Oct 1, 2026Old National’s expanded banking franchise combines commercial real estate, agriculture, treasury services and household banking. Its bank-level June snapshot and parent results illuminate the funding, integration and credit questions behind its greater scale.
Published: Oct 4, 2026BMO Bank, N.A. combines a large U.S. commercial franchise with household and small-business banking. Its September 2026 branch sale and proposed equipment-finance divestiture make legal-entity boundaries and transaction dates particularly important.
Published: Oct 4, 2026Why payment-rate changes need a consistent denominator and a view of spending, revolving balances, promotional offers and funding.
Published: Oct 4, 2026Monarch reports $100 million in ARR and a first acquisition as its product expands. The economics of paid households, data reliability, privacy permissions and the boundary between insight and action define the business.
Published: Oct 4, 2026A card minimum keeps the account on its contractual payment schedule but can leave the balance outstanding for years. The repayment path depends on the minimum formula, interest rate, payment floor and whether new spending continues.
Published: Oct 4, 2026Policy rates reach depositors unevenly. Beta, timing, account migration, funding competition and asset repricing jointly shape bank margins and customer returns.
Published: Oct 4, 2026TARP became a collection of bank, credit-market, auto, AIG and housing programs. Its $700 billion original authority was neither the amount disbursed nor the final loss: the completed programs had a $31.1 billion net cost, using Treasury’s fiscal 2023 accounting perimeter.
Published: Oct 4, 2026A comprehensive examination of BNPL product structures, market data, funding, merchant economics, underwriting, repayment measurement, household outcomes and legal status, with dated primary evidence and transparent calculations.
Published: Oct 4, 2026From banking panics and wartime Treasury pegs to Volcker, quantitative easing and the post-pandemic cycle: how U.S. rates changed, and why different rates tell different stories.
Published: Oct 4, 2026How pandemic-era low yields turned into deep losses in long Treasury prices, why the 2023 rebound was incomplete, and what dated October 2026 evidence shows.
Published: Oct 4, 2026How a 33.92% S&P 500 plunge became a return to a record close while jobs and output remained deeply damaged, and why Treasury liquidity, public backstops and index composition tell different parts of the story.
Published: Oct 4, 2026Wage growth alone does not measure the labor cost of producing output. Productivity supplies the denominator, while composition, price measures and revisions determine what the comparison can establish.
Published: Oct 4, 2026OFAC designated three individuals and two entities under EO 13224, as amended. Treasury describes alleged fundraising through charitable fronts and cryptocurrency channels. The designations are operative sanctions actions, distinct from a criminal conviction; blocking and transaction scope depend on the official sanctions materials.
Source date: Oct 2, 2026OFAC designated targets it associates with a Tren de Aragua ATM-malware and money-laundering network, plus a senior leader, under EOs 13581 and 13224, as amended. Treasury’s descriptions of criminal conduct are agency allegations, not a court judgment. Blocking and transaction scope follow the official designations and applicable sanctions rules.
Source date: Sep 30, 2026Treasury announced ten designations under EO 13382, with blocking, aggregate 50-percent ownership and specified foreign-financial-institution transaction risks described in the release.
Source date: Sep 29, 2026Removes specified affirmative-action and disparate-impact provisions and revises the employment provision in SBA’s federally assisted-program regulations. Intentional discrimination remains prohibited; amendments are confined to part 112.
Source date: Sep 29, 2026Covered U.S. property is blocked; ownership and transaction scope must follow official sanctions materials. Criminal conduct is alleged by Treasury, not adjudicated here.
Source date: Sep 29, 2026Treasury proposal for stablecoin issuer AML and sanctions compliance programs.
Source date: Apr 8, 2026Explains repricing, basis, yield-curve and option risk and the management of those exposures. Supports analysis of variable-rate cards, fixed-rate installments and funding-cost sensitivity.
Source date: Mar 26, 2020Rules for determining APR on covered closed-end credit, including calculation and accuracy provisions. Supports comparisons between an installment loan’s stated interest rate and its disclosed credit cost.