· Friday
Daily briefs generated by sembr, the open-source semantic intelligence engine · every item links to its sources
Fed leadership's dovish pushback cuts October hike odds to roughly 25% while Logan demands 50bp more; the long end holds near 24-year highs
Vice Chair Philip Jefferson and Vice Chair for Supervision Michelle Bowman joined New York Fed President John Williams in signalling "no urgency," collapsing October hike pricing to about a quarter from roughly 70% at the start of the week, even as Dallas Fed President Lorie Logan called for at least another 50bp and the 10-year made a fresh 2002-era high before retreating .
Washington sends a third carrier group as Trump says "possibly" on post-midterm strikes and Brent settles back above $102
The Pentagon is deploying a third aircraft carrier strike group and up to 10,000 troops to the Middle East as President Trump tells TIME he may "possibly" increase bombing after the midterms and repeats that Iran's Hormuz proposal "is not good enough" , indirect talks stall after the US expelled Iran's delegation early from New York , and Brent December settled at $102.31, up 4.37%, with WTI at $92.87, up 2.71% .