Monday, October 26, 2026

Fixed Income & Commodities

2 articles

30-Year Treasury Hits 5.11% as Fed's Waller Warns Rate Hikes Back on the Table

30-Year Treasury Hits 5.11% as Fed's Waller Warns Rate Hikes Back on the Table

30-year Treasury yields surged to 5.11%, reaching multi-year highs as Iran War oil inflation pressures the Fed. Governor Waller stated he can no longer rule out rate hikes if inflation fails to abate. The FOMC split 8-4 on holding rates at 3.50%-3.75%, signaling a fractured committee facing a potential policy reversal.

LM Salvado•
UK Gilt Yields Rise as Fed Chair Term Nears Expiration, Energy Costs Climb on Iran Tensions

UK Gilt Yields Rise as Fed Chair Term Nears Expiration, Energy Costs Climb on Iran Tensions

UK gilt yields climbed following the Spring Statement 2026 as investors weigh fiscal constraints and rising energy costs from Iran conflict. Jerome Powell's Fed chair term expires in May 2026, raising questions about central bank independence as markets monitor leadership transition risks. Oil and gas price pressures threaten to reignite inflation across both economies.

ViaNews Editorial Team (Markets)•
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What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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