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Pre-New York: claims 194K, Brent 112, Treasury yields 10bp lower

October 22, 2026 · 2 min read · Pardip Bansal

Pre-New York: claims 194K, Brent 112, Treasury yields 10bp lower

  • Since London: US 10y 5.04% (-11bp on day), 2y 4.73% (-9bp); French 10y above US 10y for the first time since 2013; Euro Stoxx 50 -1.4%, Nasdaq futures -1.6%, S&P futures -0.9%

FO view: Gulf supply risk is holding December Brent near 112 while haven demand and an equity sell-off pull Treasury yields lower despite firm US claims.

Not investment advice.

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