A Yield Record, a Quiet Comeback, and the Jobs Number That Decides the Week

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-02

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Friday briefing, October 2, 2026. The 10-year Treasury yield breaks a level last seen in April 2002, then eases to about 5.24%, and stocks claw back to finish slightly higher (S&P 500 7,666, Dow 50,927, Nasdaq 26,872). Jobless claims fall to 197,000; the September ISM manufacturing index holds at 54.5 with price pressures surging on metals, tariffs and oil. Chip stocks lead on Micron's record quarter, and why the AI bottleneck has moved from accelerators to memory and manufacturing. Ahead: today's September jobs report (about 90-98K...