DAILY BRIEF
31 Jul 2026, 21:05 UTC
Fed's Barkin: don't know if I would have voted for higher rates this w, 10s +1bp · desk brief, Fri 31 Jul 2026
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Treasuries (close 2026-07-30): 2s 4.23% (+1.0bp), 10s 4.68% (+1.0bp), 30s 5.21% (+1.0bp).
Tape (close 2026-07-30): VIX 17.09, 2s10s +45bp.
Narrative: Trump Casts Doubt on New Iran Talks | Balance of Power: Early Edition 7/31/2026
What mattered:
• Fed's Barkin: don't know if I would have voted for higher rates this week - WSJ.
• Treasuries Selloff Intensifies as 10-Year Yield Nears 18-Month High
• Fed's Hammack: Now is the time for the Fed to act to bring down high inflation.
• Ten-Year Treasury Yield Bounces Back To Highest Levels Since Early 2025
• TLT trades below $82 for first time since 2004 as bond rout deepens
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- UoM 1-year Consumer Inflation Expectations: 4.2
- Michigan Consumer Expectations Index: 55.4
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