Treasury Yields Surge As Fed Pause Solidifies
The 10-year Treasury yield jumped to its highest level since 2002 even as last week's weak payrolls report cemented bets the Fed will skip an October hike, while snap elections in Spain and fresh Iran-related security moves added to global unease.
Daily market report for Oct 5, 2026, with the industry groups and stocks behind each story.
- Mortgage Lending
- Homebuilders
- Regional Bank
- Foreign Banks
- Emerging Markets
- Semiconductors
- Active M&A Strategy
- Defense Industry
- Aerospace & Defense
- Magnificent 7
- S&P 500
- Medical Devices
- Consumer Driven Elective Procedures
- Oil Tankers
- Refining
- Industrial Automation
- Enterprise Software
- Freight Transportation
- Global Logistics
- Semiconductor Foundries
- Chip Manufacturing
- Crude Oil
- Exploration and Production (E&P)
- Gold
- Gold Mining
- Bitcoin
- Ethereum Ecosystem
- Defense
- Brazil Companies
- Latin America
- Footwear
- Apparel
- Memory Chips
- High Bandwidth Memory (HBM)
- AI Infrastructure
- Data Centers
- 5G Technology
- TLT – 20+ Year Treasury Bond (iShares)
- DHI – DR Horton Inc
- JPM – JPMorgan Chase & Co
- BAC – Bank of America Corp
- SCHW – Charles Schwab Corp
- FXE – Euro Currency (Invesco)
- SAN – Banco Santander SA ADR
- BBVA – Banco Bilbao Viscaya Argentaria SA ADR
- ON – ON Semiconductor Corporation
- SYNA – Synaptics Incorporated
- KTOS – Kratos Defense & Security Solutions
- LHX – L3Harris Technologies Inc
- META – Meta Platforms Inc.
- MSFT – Microsoft Corporation
- TSLA – Tesla Inc
- ALGN – Align Technology Inc
- XRAY – Dentsply Sirona Inc
- SPY – S&P 500 (SPDR)
- XLF – Financial Sector (SPDR)
- FRO – Frontline Ltd
- MPC – Marathon Petroleum Corp
- VLO – Valero Energy Corporation
- PTC – PTC Inc
- ROK – Rockwell Automation Inc
- CHRW – CH Robinson Worldwide Inc
- RXO – RXO Inc.
- XPO – XPO Logistics Inc
- INTC – Intel Corporation
- TSM – Taiwan Semiconductor Manufacturing
- USO – United States Oil Fund
- COP – ConocoPhillips
- GLD – Gold (SPDR)
- NEM – Newmont Goldcorp Corp
- GOLD – Gold.com, Inc.
- COIN – Coinbase Global Inc
- MSTR – MicroStrategy Incorporated
- BA – The Boeing Company
- LMT – Lockheed Martin Corporation
- RTX – RTX Corporation
- EWZ – Brazil (MSCI, iShares)
- PBR – Petroleo Brasileiro Petrobras SA ADR
- VALE – Vale SA ADR
- XOM – Exxon Mobil Corp
- NKE – Nike Inc
- LULU – Lululemon Athletica Inc.
- NVDA – NVIDIA Corporation
- AMD – Advanced Micro Devices Inc
- MU – Micron Technology Inc
- AMZN – Amazon.com Inc
- GOOGL – Alphabet Inc Class A
- ORCL – Oracle Corporation
- KRE – Regional Banking (S&P, SPDR)
- CVX – Chevron Corp
- OXY – Occidental Petroleum Corporation
- SWKS – Skyworks Solutions Inc
- QRVO – Qorvo Inc