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Markets

Markets

Every market on one page, from the institutions that publish the numbers: the Treasury, the Federal Reserve, the ECB, the EIA and the CFTC. Each figure carries its source and the day it describes; a source that does not answer is left blank and says so.

Every figure is fetched from its publisher and shown with the date it describes. The lead story is ARCANE’s newest Markets investigation.

Across markets

Each figure from its own source, on its own date

S&P 500

7,757.17

+0.6% on the day

FRED · Oct 21

10-year Treasury

5.00%

+4 bp on the day

U.S. Treasury · Oct 23

2s10s spread

31bp

−4 bp in a week

U.S. Treasury · Oct 23

SOFR

3.90%

+2 bp on the day

New York Fed · Oct 22

High-yield spread

340bp

+17 bp in a week

ICE BofA via FRED · Oct 22

EUR/USD

1.1193

−0.11% on the day

ECB fix · Oct 23

WTI crude

$107.89

−1.9% on the day

EIA via FRED · Oct 20

Gold

$4,008.20

−1.3% on the day

Futures, Yahoo Finance · Oct 23

On Oct 23, 2026 the 10-year Treasury yield rose 4 bp to 5.00%, and the 2-year rose 4 bp to 4.69%. SOFR printed 3.90% for Oct 22, 2026, 15 bp above the bottom of the Fed’s 3.75–4.00% range (25 bp wide). On Oct 22, 2026 high-yield bonds paid 340 bp over Treasuries, at or above 86% of days in three years; investment grade paid 89 bp. On Oct 21, 2026 the S&P 500 rose 0.6%; it is up 13.3% this year. The VIX closed at 19.03 on Oct 22, 2026.

Nicolai Tangen, head of Norway's sovereign wealth fund, speaks with someone at an indoor event.

The Numbers Disagree · lead

Bond losses hit Norway’s wealth fund despite a gain in stocks

Norway’s wealth fund lost money as bonds fell and the krone strengthened, exposing a risk for pension savers and institutions that rely on bonds to cushion portfolios.

1d ago

Archive · through Oct 22, 2026

Every Markets page

Each one reads its own sources
RatesThe Treasury curve, its spreads, real yields and breakevens, bills and auctions.Cash & fundingSOFR and fed funds against the Fed’s range, its facilities, commercial paper and reserves.CreditCorporate spreads by rating and maturity, all-in yields and bank lending standards.EquitiesThe indexes, the eleven sectors, equal weight against cap weight and the VIX.CurrenciesThe dollar against fourteen currencies from the ECB’s fixes, and the Fed’s broad dollar index.CommoditiesOil and gas prices and US stocks from the EIA; metals and grains futures.Central banksSeven policy rates from the banks’ own data, every change in five years.CalendarJobs, inflation, GDP, Fed decisions and Treasury auctions due in the next four weeks.PositioningFutures positioning from the CFTC’s weekly report.

Due in the next two weeks

From the BLS, BEA and Fed schedules, Eastern time
Wed Oct 2810:00 a.m. ETBLSQuarterly Data Series on Business Employment Dynamics
10:00 a.m. ETBLSMetropolitan Area Employment and Unemployment (Monthly)
2:00 p.m. ETFedFOMC decision
Thu Oct 298:30 a.m. ETBEAGDP (Advance Estimate), 3rd Quarter 2026
8:30 a.m. ETBEAPersonal Income and Outlays, September 2026
10:00 a.m. ETBLSConsumer Expenditures
Fri Oct 308:30 a.m. ETBLSEmployment Cost Index
Tue Nov 310:00 a.m. ETBLSJob Openings and Labor Turnover Survey
Wed Nov 48:30 a.m. ETBEAU.S. International Trade in Goods and Services, September 2026
Thu Nov 58:30 a.m. ETBLSProductivity and Costs

The full four weeks, with Treasury auctions: Calendar. The sentences on the board are written from its figures alone; ARCANE shows no forecasts or consensus figures.

More Markets reporting

Published investigations, newest first
An aerial view of Apple Park, Apple's circular headquarters campus in Cupertino, California.

The Numbers Disagree

Apple faces pressure on iPhone profits as supplier doubts grow

A company earnings release will test whether guided growth can offset weaker refund support and rising memory costs for Apple equity holders.

Equities · Oct 19, 2026

A cement plant at Dibba Al Hisn in the United Arab Emirates, its two kiln towers in front of the Hajar Mountains, with heaps of raw material in the foreground

The Numbers Disagree

Cement prices in the UAE have outrun the forecast for building costs

Buyers of construction work carry more of the risk of rising prices when a quoted price for some materials may be guaranteed for only about a month, and one cement producer says its average selling price is higher than a year ago.

Construction materials · Oct 1, 2026

Rows of workers in white protective suits and masks assembling electronics at long green benches on a factory floor in Shenzhen, photographed in 2005

The Numbers Disagree

China's factories speed up while home shoppers stall, widening a demand gap

Faster output is leaning on export orders, leaving Chinese manufacturers exposed if overseas buyers pull back before households at home start spending more.

Manufacturing · Sep 24, 2026

Energy shipping Gulf / East Asia

The numbers disagree

China voices support for Iranian oil as its own ships turn away

Beijing insists on backing Iran in public even as its state tankers reroute and direct imports from Iran fall amid renewed sanctions and blockades.

Archive · Energy shipping · Aug 23, 2026

Sources

Every number above, where it comes from and when it was read
Markets · ARCANE