Mohamed A. El-Erian

elerianm.bsky.social

21 October 2026 17:30

Continuing the French bond market watch: As noted by CNBC (below), the yield on 10-year French government bonds touched 5% for the first time in 24 years. #economy #markets #bonds #yields #france

Bob Elliott

bobeunlimited.bsky.social

21 October 2026 17:30

Higher For Longer Oil Prices Near-term oil prices are pushing back to Iran war highs and markets are increasingly expecting elevated prices through next year, suggesting little relief from central bank hiking cycles ahead. bobeunlimited.substack.com/p/higher-for...

Financial Times

financialtimes.com

21 October 2026 17:30

Middle East oil exports climb back to prewar levels ft.trib.al/gj1Uvrj

Claudia Sahm

claudia-sahm.bsky.social

21 October 2026 17:30

What will it take to be confident about inflation? Risk management, the Fed’s main rationale for hiking in September, points to another hike next week. Markets put the odds at one in five. “A rate hike is not urgent, but it is prudent.” stayathomemacro.substack.com/p/what-will-...

The Wall Street Journal

wsj.com

21 October 2026 17:30

Middle East oil flows have surpassed prewar levels, as payday incentives and U.S. protections have helped tankers make the dangerous journey through the Strait of Hormuz. 🔗 on.wsj.com/4yvUmZy