Morning Brief

Fed day with the 10Y near 5%

10Y at 4.995% and country risk at 753 bp on Fed day. Decision at 15:00 AR. Key closes and today's agenda.

Closes

S&P 500
7,723
+0.6%
Country risk
753 bps
−12 bps
Bitcoin
$80,728
+0.8%
Nasdaq
26,478
+1.2%
US 10Y
5.00%
±0 bps
Brent
$115.22
−3.0%
MEP dollar
$1,561
−1.1%
Blue dollar
$1,575
±0.0%

Latest close available at October 28, 2026. Sources: Coinbase, FRED.

Overnight

  • Asia up on AI optimism: Kospi +4% on SK Hynix results, Nikkei +1.3%.
  • Yen flat at 157.94 per dollar ahead of the Fed and BoJ.

Today's agenda

  • 11:30 AR (10:30 ET)EIA Crude Oil Inventories
  • 15:00 AR (14:00 ET)FOMC Statement and Interest Rate Decision
  • 15:30 AR (14:30 ET)FOMC Press Conference

Full weekly calendar

Topic of the day

Fed seen holding at 3.75–4.00% (~88% odds). Markets price a December hike, so the tone matters more than the decision. Full analysis at 16:00 AR.

Yesterday's quick takes

Educational and informational content only. I am not a licensed financial advisor and nothing here is investment advice. Do your own research before making any decision.