Yottabyte Services Markets

Saturday, October 3, 2026

Morning Market Brief

Jobs, Treasury yields, the dollar and Fed rates from official sources, plus the day's SEC filings and company news. Compiled before the open.

US market hours: 9:30 AM–4:00 PM ET Brief for Oct 3

Compiled Sat, Oct 3, 5:03 PM ET · Times in Eastern Time (ET)

3-mo T-bill4.19%▲ +2 bp
2-yr Treasury4.83%▲ +5 bp
10-yr Treasury5.28%▲ +4 bp
30-yr Treasury5.63%▲ +2 bp
Fed funds3.88%0 bp
SOFR3.87%▼ −3 bp
Dollar index120.33▼ −0.18%

3 things to know

01 · Rates

10-year edges up to 5.28%

The 10-year Treasury closed Friday at 5.28%, up 4 basis points; the 2-year closed at 4.83%. The year's highest close so far is 5.29% on Sept. 30.

02 · Jobs

Payrolls rose 29,000 in September

The unemployment rate held at 4.2%. July was revised to -10,000 and August to +133,000.

03 · Filings

Three filings from tracked companies

Tesla and IBM filed 8-Ks, and Tempus AI amended its registration for the Personalis merger.

Bottom line

Markets are closed for the weekend after a Friday close of 5.28% on the 10-year Treasury. Fed funds (EFFR) stood at 3.88% and SOFR at 3.87% as of Oct. 1.

Next week's focus includes the international trade report on Oct. 6 and the Fed's September meeting minutes. September CPI follows on Oct. 14.

Rates, the dollar and the Fed

10-year Treasury
5.28%
▲ +4 bp · 1 month ▲ +49 bp
Since Jul 2 · as of Oct 2
2-year Treasury
4.83%
▲ +5 bp · 1 month ▲ +44 bp
Since Jul 2 · as of Oct 2
Dollar index (broad)
120.33
▼ −0.18% · 1 month ▲ +1.59%
Since Jun 25 · as of Sep 25
Fed funds (EFFR)
3.88%
0 bp · 1 month ▲ +25 bp
Since Jul 1 · as of Oct 1

Scoreboard

MeasureLatestAs of1 day1 week1 monthSince Dec 31
3-month T-bill4.19%Oct 2▲ +2 bp▼ −5 bp▲ +27 bp▲ +52 bp
2-year4.83%Oct 2▲ +5 bp▲ +2 bp▲ +44 bp▲ +136 bp
5-year5.06%Oct 2▲ +5 bp▲ +8 bp▲ +52 bp▲ +133 bp
10-year5.28%Oct 2▲ +4 bp▲ +11 bp▲ +49 bp▲ +110 bp
30-year5.63%Oct 2▲ +2 bp▲ +14 bp▲ +36 bp▲ +79 bp
10y–2y spread45 bpOct 2▼ −1 bp▲ +9 bp▲ +5 bp▼ −26 bp
Fed funds (EFFR)3.88%Oct 10 bp0 bp▲ +25 bp▲ +24 bp
SOFR3.87%Oct 1▼ −3 bp▼ −1 bp▲ +21 bp0 bp
Dollar index (broad)120.33Sep 25▼ −0.18%▲ +0.68%▲ +1.59%▲ +0.49%

Rates in percent; changes in basis points (bp; 100 bp = 1 percentage point). Dollar index changes in percent. Shading shows the size of each move, darker for larger moves; arrows show the direction.

Sources: U.S. Treasury yields; Federal Reserve Board H.10 nominal broad dollar index (weekly release, via FRED); Federal Reserve Bank of New York EFFR and SOFR.

Treasury yields

10-year and 2-year yields, since Jul 2

4.00%4.38%4.75%5.13%5.50%Jul 2Aug 3Sep 1Oct 15.28%
10-year2-year

Yield curve: Oct 2 vs Jul 2

3.50%4.06%4.63%5.19%5.75%1M3M6M1Y2Y3Y5Y7Y10Y20Y30Y5.63%
Oct 2Jul 2

Source: U.S. Department of the Treasury, Daily Par Yield Curve Rates, official closes through Oct 2. Public domain.

SEC filings, Oct 1 – Oct 3

Company events and registrations

Insider filings (Forms 3, 4 and 144)

Form 4 reports an insider's trade; Form 144 is notice of a planned sale; Form 3 is a new insider's first holdings report.

Source: SEC EDGAR, tracked companies only. Public domain.

Tracked companies

TickerNameNewsNext eventLinks
AAAlcoaClosed a $2.6B debt offering to fund the South32 asset purchase.Earnings Oct 15
ABAllianceBernsteinAUM $919B (Aug 31); Onur Erzan named CEO effective Apr 1, 2027.Earnings Oct 27
AIC3.aiFY27 revenue guide $210–240M; federal bookings +138% y/y.—
AMDAdvanced Micro Devices$8.2B all-stock acquisition of World Labs.Earnings Nov 3
AMRNAmarinNo notable news.Earnings Oct 28
AMZNAmazon$1B data-center community pledge.Earnings Oct 29
BBarrick MiningTargeting a year-end IPO of North American operations; strike notices at its Mali complex.Earnings Nov 9
BABAAlibabaSecurities class actions pending.Lead-plaintiff deadline Oct 5
BNDXVanguard Total Intl Bond ETFNo notable news.Went ex-dividend Oct 1
BTZBlackRock Credit Allocation Income TrustNo notable news.Next ex-dividend ~Oct 15
DDOGDatadogNo notable news.Earnings Nov 5
DGDollar GeneralExpanded same-day delivery with Instacart.Ex-dividend Oct 6
ESTCElasticNo notable news.Earnings Nov 19; investor meeting Oct 8
FICOFair IsaacFHFA gave VantageScore 4.0 equal pricing footing with FICO for Fannie/Freddie loans (Sep 29), then approved FICO's Direct License Program (Oct 1).Earnings Nov 4
FLRFluorJV with JGC selected for Phase 2 of LNG Canada; backlog near $27B.Earnings Nov 6
HONHoneywellSelected for Dangote's planned Kenyan refinery.Earnings Oct 22
IBMIBMElected Frank Baker to its board Oct 1; board now 14 seats.Earnings Oct 21
INTCIntelNo notable news.Earnings Oct 22
METAMeta PlatformsNew Mexico seeking $35–40B in privacy penalties after trial.Earnings Oct 28
NVDANVIDIAAmazon reportedly exploring offloading ~$8B of Nvidia chips to investors.Earnings Nov 18
PANWPalo Alto NetworksNo notable news.Earnings Nov 18
PATHUiPathExpanded Snowflake integrations.—
PEGAPegasystemsNew AI products (Blueprint, Infinity).Earnings Oct 20
PLTRPalantir TechnologiesPartnership with Armada on sovereign AI infrastructure; passed 1,000 customers.Earnings ~Nov 2
SPCXSpaceXNASA crew mission to the ISS this week.Earnings Nov 17
SVCService Properties TrustNo notable news.Earnings Nov 4
TEMTempus AIFiled an amended S-4 (Oct 2) for the Personalis merger.Earnings Nov 3
TSLATeslaFurnished a results-of-operations 8-K Oct 2.Earnings Oct 21
VOOVanguard S&P 500 ETFNo notable news.—
VSTVistraPriced $1.5B of junior subordinated notes.Earnings Nov 6
VTVanguard Total World Stock ETFNo notable news.—
VTIVanguard Total Stock Market ETFNo notable news.—
VXUSVanguard Total Intl Stock ETFNo notable news.—
XTNDXtend AI RoboticsSOCOM drone-program Phase III award.—

News from company releases and SEC filings. "Quote" opens the ticker on Nasdaq.com; "Filings" opens it on SEC EDGAR.

Top stories

Jobs

September employment report

BLS reported payrolls up 29,000 and unemployment at 4.2%. Average hourly earnings were up 3.0% from a year earlier.

Source: BLS Employment Situation ›

Filings

Tesla files results 8-K

Tesla furnished an 8-K on Oct. 2 attaching a press release on results of operations.

Source: SEC EDGAR: Tesla 8-K ›

Governance

IBM adds a director

IBM elected Frank Baker of Siris Capital to its board on Oct. 1 and raised the board size from 13 to 14.

Source: SEC EDGAR: IBM 8-K ›

M&A

Tempus AI amends Personalis merger filing

Tempus AI filed Amendment No. 1 to its S-4 for acquiring Personalis; Personalis holders must approve at a special meeting.

Source: SEC EDGAR: Tempus AI S-4/A ›

Economic calendar

Tue, Oct 6, 8:30 AM ETCensus: U.S. International Trade in Goods and Services, August
Wed, Oct 7Fed: Minutes of the Sept. 15–16 FOMC meeting (due three weeks after the decision)
Thu, Oct 8, 10:00 AM ETCensus: Monthly Wholesale Trade, August
Wed, Oct 14, 8:30 AM ETBLS: Consumer Price Index, September
Wed, Oct 14, 10:00 AM ETCensus: Business Formation Statistics, September
Thu, Oct 15, 8:30 AM ETBLS: Producer Price Index, September
Thu, Oct 15, 8:30 AM ETCensus: Advance Monthly Retail Sales, September
Fri, Oct 16, 8:30 AM ETBLS: Import and Export Price Indexes, September
Tue, Oct 27 – Wed, Oct 28FOMC meeting

Times in Eastern Time (ET).

Sources: BLS, Census, Federal Reserve calendars. Company dates are in Tracked companies.

How this brief is built

  1. CollectEach weekday before the open, an automated workflow pulls official data (Treasury, Federal Reserve, NY Fed, BLS, Census), SEC filings and company releases, and records the source and time of every figure.
  2. CheckAny figure without a source or an approved license blocks publishing, as does missing, stale or malformed data.
  3. ReviewAutomated. Each brief is written by an AI workflow from official sources and must pass automated source and accuracy checks before it publishes.
  4. PublishThe page and the morning email go out from the same data, so they always match.

Yottabyte Services builds workflows like this one for operators: one process, clear rules, a person for exceptions, and a log leadership can follow.

Book a 20-minute review See how we work ›

Sources and methodology

SourceUsed forTerms
U.S. Department of the Treasury, Daily Par Yield Curve RatesYields: strip, cards, scoreboard and chartsPublic domain
Federal Reserve Board, H.10 nominal broad U.S. dollar index (via FRED, series DTWEXBGS)Broad dollar index (weekly release)Public domain
Federal Reserve Bank of New York, reference rates (EFFR, SOFR)Effective federal funds rate and SOFRFree with notice
U.S. Securities and Exchange Commission, EDGARFilings panel and company filing linksPublic domain
U.S. Bureau of Labor StatisticsJobs report and release calendarPublic domain
U.S. Census BureauEconomic release calendarPublic domain
Board of Governors of the Federal Reserve SystemFOMC dates and Fed speakersPublic domain
Company press releases and filingsCompany newsIssued for publication
News publisher (headline and link only; summary is our own)Top stories: headline, link and our own summary onlyHeadline + link

Each figure in the daily data file records its source, as-of date and retrieval time. Provider terms were last reviewed Saturday, October 3, 2026 and are re-checked every 90 days. Not used: third-party market widgets, stock price feeds, Yahoo Finance, Google Finance, brokerage APIs, free news APIs, or full article text.