MoneySpider Weekly — 16 August 2026

Every number this week said the Fed could ease off — cooling CPI, a flat PPI, a UMich sentiment reading that fell off a cliff. The bond market didn’t buy it. The Treasury’s 10-year auction cleared at the highest yield since 2007; the 30-year, at the highest since 2001 — both on falling foreign demand. That’s this week’s signal: Yield Instability. Underneath it, the labour market got muddier rather than clearer (claims rose, breaking a three-week calm streak), Korea’s stock market whipsawed back into a bull market, and Iran and Oman inched toward a Hormuz shipping deal in the same week attacks on shipping actually rose.