The Rotation Report

The Rotation Report

What to Watch: The Week Ahead

Hike Odds Went From 70% to 22% in One Day. This Week Decides If That Sticks.

John Rothe, CMT's avatar
John Rothe, CMT
Oct 05, 2026
∙ Paid

Contents:

  1. This week’s key economic data.

  2. What will the Fed do later this month?

  3. Continued warning signs from high-yield bonds

  4. Pass/Fail Screen for AI Universe.

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The Week Ahead

This week, keep an eye on how the market reacts to the release of the FOMC minutes on Wednesday and Friday’s sentiment data.

In addition, there is the US Treasury 30-year bond auction on Thursday. Bond investors' continued demand for higher rates in exchange for lending to the US government has pushed yields significantly higher over the past few months.

Thursday’s auction will give us more insight into how bond traders are feeling about the state of the current yield curve:

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