DAILY BRIEF
Fed’s Collins eyes another hike as energy risks linger, 10s +7bp · Mon 21 Sep 2026
Treasuries (close 2026-09-18): 2s 4.76% (+9.0bp), 10s 5.01% (+7.0bp), 30s 5.34% (+5.0bp).
Tape (close 2026-09-18): VIX 14.81, 2s10s +25bp.
Narrative: Oil prices tumble back below $100 per barrel after Trump says he's open to talking to Iran
What mattered:
• Fed’s Collins eyes another hike as energy risks linger
• Further rate hikes are needed to rein in inflation, St. Louis's Musalem says - report
• Fed’s Musalem Says More Rate Hikes Likely Needed to Cool Prices
• Fed's Musalem calls for more rate hikes
• Fed’s Musalem says more rate hikes likely needed to curb inflation