DAILY BRIEF
US Adds 162,000 Jobs, Triple Expectations, Putting Bitcoin, ETH and XR, 10s -2bp · Mon 07 Sep 2026
Treasuries (close 2026-09-03): 2s 4.34% (-5.0bp), 10s 4.77% (-2.0bp), 30s 5.25% (-2.0bp).
Tape (close 2026-09-03): VIX 14.32, 2s10s +41bp.
Narrative: US military announces retaliatory strikes on 3 Iranian oil tankers
What mattered:
• US Adds 162,000 Jobs, Triple Expectations, Putting Bitcoin, ETH and XRP on Rate Hike Watch
• Eurozone · Gross Domestic Product s.a. (QoQ): 0.6
• Indonesian Rupiah: Oil and US inflation pose risks – MUFG
• Rosneft Ships First Crude From $157 Billion Vostok Oil Project
• The Bond Market Sell-Off Is Appearing in Earnings Reports