Not another news wire. We follow the whole global trading day — Sydney to New York, close by close — and brief it in one read.
The board as it stands now. Markets trading now carry the latest delayed figure; markets that are shut carry their last completed close — and say so.
U.S. stocks slipped as October core CPI rose 0.3% for a third straight month, the 2-year Treasury yield jumped about 19 basis points to 4.74%, Tokyo surged through 60,000 and January Brent settled at $91.49.
Read the flagship briefingThat is where the 2-year Treasury yield closed, up about 19 basis points in its largest single-day rise since the April 2025 tariff shock, according to Reuters. It is the key number because the 2-year is the market's direct line to the Fed: hours before the data, Governor Christopher Waller had said a core reading of 0.3% or more would prompt him to consider a 50-basis-point hike at the December 8–9 meeting, and the print landed exactly on his line, which is why the front end, not the stock market, set the day's tone. It matters more than the S&P 500's modest decline because equities recovered most of their losses by the close while the 2-year did not — the rate repricing, unlike the index dip, was still intact at the bell. A decisive move in Friday's producer price index, if it showed pipeline prices cooling sharply, would make that release the more important signal.
Read the full briefingWhat to watch tomorrow is shaped by the calendar. Wednesday is Veterans Day: U.S. stocks trade a full session but the bond market is closed, so equities move without a fresh Treasury signal, and follow-through on Tuesday's repricing waits for Thursday's jobless claims and Friday's producer price index, the second inflation print the Fed sees before December 9. CoreWeave reports after Tuesday's close, a live test of the debt-funded AI buildout. India's markets reopen, and Tokyo's open will show whether the Nikkei holds above 60,000 after pricing in the hot U.S. print.
The markets deskHot October inflation, Nvidia's second straight fall, Anthropic's $64 billion IPO roadshow, CoreWeave's debt-funded growth and big beats from AAON and TransDigm led Corporate America on November 10, 2026.
Read the briefSolana fell 4.41% to $82.69 and Ethereum dropped 4.01% in Market Briefer's delayed snapshot, as hot October CPI lifted hike bets and U.S. spot Bitcoin ETFs lost another $201 million.
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