The big events really start tonight.
First, the FOMC minutes offer a look at the rate-cut path. Then TSMC’s September revenue will provide a direct test of AI momentum, while Taiwan’s exports will offer another read on semiconductor demand.
French government bonds and Europe are also worth watching.
Finally, there’s the 30-year Treasury auction and the University of Michigan’s inflation expectations.
Rates, AI, and long-term bonds are all in play—and together, they could set the market’s next direction.
First, the FOMC minutes offer a look at the rate-cut path. Then TSMC’s September revenue will provide a direct test of AI momentum, while Taiwan’s exports will offer another read on semiconductor demand.
French government bonds and Europe are also worth watching.
Finally, there’s the 30-year Treasury auction and the University of Michigan’s inflation expectations.
Rates, AI, and long-term bonds are all in play—and together, they could set the market’s next direction.
