https://helious.io/news/brief-2026-07-30/mortgage-rates-move-higher-treasury-yields-surge-10s-6bpHeliousen2026-07-30T21:05:00.050713+00:00Mortgage rates move higher, Treasury yields surge, 10s +6bp · desk brief, Thu 30 Jul 2026 https://helious.io/news/macro-walcl-2026-07-29/fed-balance-sheet-6-74t-9-2b-w-w-qt-run-off-continuesHeliousen2026-07-30T20:41:07.924881+00:00Fed balance sheet $6.74T, -$9.2B w/w — QT run-off continues https://helious.io/news/auc-912797VE4-2026-07-30/8-week-2-month-bill-auction-in-lineHeliousen2026-07-30T15:34:40.989929+00:008-Week (2-month) Bill auction — IN LINE https://helious.io/news/auc-912797UW5-2026-07-30/4-week-1-month-bill-auction-in-lineHeliousen2026-07-30T15:34:40.921706+00:004-Week (1-month) Bill auction — IN LINE https://helious.io/news/macro-gdpnow-2026-07-01-4.95/atlanta-fed-gdpnow-q3-growth-tracking-5-0-prior-quarter-1-5Heliousen2026-07-30T14:36:08.141311+00:00Atlanta Fed GDPNow: Q3 growth tracking 5.0% (prior quarter 1.5%) https://helious.io/news/rel-ev-134b06c0b0ac6b52/eia-natural-gas-storage-change-28-0bHeliousen2026-07-30T14:30:01.576907+00:00EIA Natural Gas Storage Change: 28.0B https://helious.io/news/macro-clevnow-2026-07-30/cleveland-fed-inflation-nowcast-q3-cpi-1-1-core-cpi-1-9-pceHeliousen2026-07-30T14:13:41.800905+00:00Cleveland Fed inflation nowcast: Q3 CPI 1.1% · core CPI 1.9% · PCE 2.4% · core PCE 3.0% https://helious.io/news/rel-ev-3700d1b0612e1f5f/advance-gdp-q-q-1-5Heliousen2026-07-30T12:31:37.680964+00:00Advance GDP q/q: +1.5% https://helious.io/news/rel-ev-d79ee64e75e54445/personal-consumption-expenditures-prices-qoq-5-1Heliousen2026-07-30T12:31:00.801453+00:00Personal Consumption Expenditures Prices (QoQ): 5.1 https://helious.io/news/rel-ev-89178546dc9c85b1/personal-consumption-expenditures-price-index-yoy-3-7Heliousen2026-07-30T12:31:00.574638+00:00Personal Consumption Expenditures - Price Index (YoY): 3.7 https://helious.io/news/rel-ev-0b36cf849d953646/personal-consumption-expenditures-price-index-mom-0-1Heliousen2026-07-30T12:31:00.499538+00:00Personal Consumption Expenditures - Price Index (MoM): -0.1 https://helious.io/news/rel-ev-a680887848167151/initial-jobless-claims-4-week-average-203kHeliousen2026-07-30T12:31:00.463543+00:00Initial Jobless Claims 4-week average: 203K https://helious.io/news/rel-ev-dc64f60823acac95/gross-domestic-product-price-index-6-3Heliousen2026-07-30T12:31:00.374378+00:00Gross Domestic Product Price Index: 6.3 https://helious.io/news/rel-ev-974d45a5922dd856/gross-domestic-product-annualized-1-5Heliousen2026-07-30T12:31:00.303129+00:00Gross Domestic Product Annualized: 1.5 https://helious.io/news/rel-ev-97542fad44fc6852/core-personal-consumption-expenditures-qoq-3-4Heliousen2026-07-30T12:31:00.235771+00:00Core Personal Consumption Expenditures (QoQ): 3.4 https://helious.io/news/rel-ev-7a139e7ef83cd59a/core-personal-consumption-expenditures-price-index-yoy-3-3Heliousen2026-07-30T12:31:00.176524+00:00Core Personal Consumption Expenditures - Price Index (YoY): 3.3 https://helious.io/news/rel-ev-e93813335cc3ccc6/continuing-jobless-claims-1-78mHeliousen2026-07-30T12:31:00.111886+00:00Continuing Jobless Claims: 1.78M https://helious.io/news/rel-ev-4dcb5739e585424e/personal-spending-0-3Heliousen2026-07-30T12:31:00.043286+00:00Personal Spending: 0.3 https://helious.io/news/rel-ev-823a40e4eb286352/personal-income-mom-0-2Heliousen2026-07-30T12:30:59.970766+00:00Personal Income (MoM): 0.2 https://helious.io/news/rel-ev-7e712279f5079df1/initial-jobless-claims-197kHeliousen2026-07-30T12:30:59.893860+00:00Initial Jobless Claims: 197K https://helious.io/news/rel-ev-d27452429f249dd5/core-personal-consumption-expenditures-price-index-mom-0-1Heliousen2026-07-30T12:30:59.822158+00:00Core Personal Consumption Expenditures - Price Index (MoM): 0.1 https://helious.io/news/macro-sofr-2026-07-29/money-markets-sofr-3-65-unch-fed-on-rrp-2-6b-1-4b-d-dHeliousen2026-07-30T12:13:41.728757+00:00Money markets: SOFR 3.65% (unch) · Fed ON RRP $2.6B (+$1.4B d/d) https://helious.io/news/rel-ev-4b41656f0f2de856/german-consumer-price-index-yoy-2-8Heliousen2026-07-30T12:00:51.789230+00:00German: Consumer Price Index (YoY): 2.8 https://helious.io/news/rel-ev-e426f233db2bd3c2/german-harmonized-index-of-consumer-prices-yoy-2-8Heliousen2026-07-30T12:00:09.890221+00:00German: Harmonized Index of Consumer Prices (YoY): 2.8 https://helious.io/news/rel-ev-a960d4caf1457e52/german-consumer-price-index-mom-0-8Heliousen2026-07-30T12:00:09.861746+00:00German: Consumer Price Index (MoM): 0.8 https://helious.io/news/brief-2026-07-29/treasury-30-year-yield-tops-5-20-for-the-first-time-sinceHeliousen2026-07-29T21:05:00.060907+00:00Treasury 30-year yield tops 5.20% for the first time since 2007, 10s -4bp · desk brief, Wed 29 Jul 2026 https://helious.io/news/desk-470ec6c9af8043199e68616e86216274/checkout-fed-speak-in-calendar-widget-to-see-fed-voters-leanHeliousen2026-07-29T18:07:45.269863+00:00Checkout FED SPEAK in calendar widget to see FED voters lean: https://helious.io/news/rel-ev-1cd0eb0d155db7ed/fed-interest-rate-decision-3-75Heliousen2026-07-29T18:00:10.476315+00:00Fed Interest Rate Decision: 3.75% https://helious.io/news/desk-ba1901984b9346c7bad76d2da761b9b6/this-has-now-been-fixed-we-will-be-squawking-out-fomc-atHeliousen2026-07-29T17:17:41.172320+00:00This has now been fixed - we will be squawking out FOMC at the presser :) https://helious.io/news/auc-91282CRD5-2026-07-29/2-year-frn-auction-in-lineHeliousen2026-07-29T15:33:32.455861+00:002-Year FRN auction: IN LINE https://helious.io/news/auc-912797VZ7-2026-07-29/17-week-4-month-bill-auction-in-lineHeliousen2026-07-29T15:33:32.387387+00:0017-Week (4-month) Bill auction — IN LINE https://helious.io/news/rel-ev-7e1809a78c563281/eia-crude-oil-stocks-change-7-17mHeliousen2026-07-29T14:30:01.958693+00:00EIA Crude Oil Stocks Change: -7.17M https://helious.io/news/macro-clevnow-2026-07-29/cleveland-fed-inflation-nowcast-q3-cpi-0-7-core-cpi-1-9-pceHeliousen2026-07-29T14:13:12.327221+00:00Cleveland Fed inflation nowcast: Q3 CPI 0.7% · core CPI 1.9% · PCE 2.1% · core PCE 3.2% https://helious.io/news/desk-82792eca5c81486a91efc2b21367db6d/trump-us-strikes-will-take-place-against-iran-in-responseHeliousen2026-07-29T12:28:40.133592+00:00Trump: US strikes will take place against Iran in response to attacks on US targets in Jordan https://helious.io/news/macro-sofr-2026-07-28/money-markets-sofr-3-65-1bp-fed-on-rrp-1-1b-0-3b-d-dHeliousen2026-07-29T12:13:12.694427+00:00Money markets: SOFR 3.65% (+1bp) · Fed ON RRP $1.1B (-$0.3B d/d) https://helious.io/news/rel-ev-50bf3ef5b32b6e85/mba-mortgage-applications-6-4Heliousen2026-07-29T11:00:02.822289+00:00MBA Mortgage Applications: -6.4%