Big week ahead for markets. Here's what actually matters:
Monday: ISM Services PMI + Prices Paid. Services still run 70%+ of the economy. If prices stay hot, that's your bond selloff signal.
Wednesday: 10-year Treasury auction. Watch the yield. If demand is weak, rates climb and stocks feel it. Also Fed minutes drop—looking for clues on their next move.
Friday: Consumer sentiment and inflation expectations. If people think prices will keep rising, the Fed stays hawkish longer.
Bonds are the story. When Treasury yields move, everything else follows—stocks, dollar, commodities. Don't sleep on this.
Monday: ISM Services PMI + Prices Paid. Services still run 70%+ of the economy. If prices stay hot, that's your bond selloff signal.
Wednesday: 10-year Treasury auction. Watch the yield. If demand is weak, rates climb and stocks feel it. Also Fed minutes drop—looking for clues on their next move.
Friday: Consumer sentiment and inflation expectations. If people think prices will keep rising, the Fed stays hawkish longer.
Bonds are the story. When Treasury yields move, everything else follows—stocks, dollar, commodities. Don't sleep on this.