20Y Treasuries

AI take

Long-duration Treasuries caught a bid as AI-earnings jitters after Amazon and Intel drove flows into bonds and pulled yields lower, even as the Fed hold left a December hike still well discussed. White House NEC Director Kevin Hassett said the Fed would probably act if October inflation prints high. The Bank of Japan held and said underlying inflation has reached its price-stability goal, a duration overlay for global yields. Watch remaining energy headlines, next week's midterms, and how Ueda's comments treat that path.

Scheduled take · 2026-10-31T04:10:04Z

• Reuters -- Yen gained after the BOJ hold as AI jitters drove a Treasury rally