US 10Y yield up
5.29% +3.00 bp
Financing costs and the discount rate on future earnings.
Watch the next Treasury close.
US Treasury · 30 Sept 2026 ↗ · vs 29 Sept 2026Market briefing: yields, currencies and inflation
A concise briefing using official US Treasury, ECB and Eurostat observations, with comparison dates and sources.
EUR / USD down
1.1298 -0.50 %
Currency exposure for imports and overseas earnings.
Watch the next ECB reference rate.
ECB · 1 Oct 2026 ↗ · vs 30 Sept 2026Euro-area inflation up
3.20% +0.20 pp
Purchasing power and the backdrop for ECB policy.
Watch the next Eurostat inflation release.
Monthly context · Eurostat · Aug 2026 ↗ · vs Jul 2026Morning Brief
US Treasury · 10Y: 5.29 % (2026-09-30), +3.00 bp versus 2026-09-29. Higher yields can increase financing and discount-rate pressure. EUR / USD: 1.1298 USD per EUR (2026-10-01), -0.50 % versus 2026-09-30. The euro buys fewer US dollars at the ECB reference rate. Euro area · inflation: 3.20 % YoY (2026-08; monthly context), +0.20 pp versus 2026-07. Annual inflation accelerated; this is monthly policy context. These are observations from different reporting periods, not established causes of today’s equity moves.
Latest changes and monthly context
US Treasury · 10Y up
Daily observation · not a live quote5.26 → 5.29 % (+3.00 bp)
Higher yields can increase financing and discount-rate pressure.
US Treasury · 30 Sept 2026 ↗ · vs 29 Sept 2026US Treasury · 2Y down
Daily observation · not a live quote4.89 → 4.88 % (-1.00 bp)
Lower yields can ease financing and discount-rate pressure.
US Treasury · 30 Sept 2026 ↗ · vs 29 Sept 2026EUR / USD down
Daily observation · not a live quote1.1355 → 1.1298 USD per EUR (-0.50 %)
The euro buys fewer US dollars at the ECB reference rate.
ECB · 1 Oct 2026 ↗ · vs 30 Sept 2026Euro area · inflation up
Monthly context · not a daily move3.00 → 3.20 % YoY (+0.20 pp)
Annual inflation accelerated; this is monthly policy context.
Eurostat · Aug 2026 ↗ · vs Jul 2026