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A news podcast encapsulating the most salient market news, brought to you by Finextra Pro and powered by Communify.

  1. 5d ago

    What's on Tap - September 20, 2026

    Markets enter the week still parsing the Federal Reserve’s September 25bp hike and the implications of a 10‑year Treasury yield hovering around 5%. With Brent and WTI near $100/bbl and U.S. financial conditions tighter, attention will centre on whether the recent repricing of rates is being absorbed or is beginning to slow activity. Tuesday‑Thursday Treasury auctions of 2‑, 5‑ and 7‑year notes ($69bn, $70bn and $44bn scheduled) will offer a real‑time test of demand for duration and could drive rate volatility.   Secondary themes include a concentrated run of activity indicators that will gauge demand and investment: provisional S&P Global PMIs, Thursday’s new home sales (Morningstar/LSEG consensus ~600k annualised), Friday’s preliminary durable goods (Reuters poll median -0.3% m/m) and the University of Michigan final September sentiment (Bloomberg consensus ~72). Earnings focus lands on regional lenders — M&T Bank Corp (MTB) reports Friday BMO with Morningstar/LSEG consensus EPS ~$4.98, and Private Bancorp of America Inc (PBAM) reports Friday with Morningstar/LSEG consensus EPS ~$2.09 — for fresh reads on funding costs, deposit behaviour and credit. At a 5% 10‑year, the bond market sets a high hurdle for equities and tightens borrowing costs across sectors. The week ahead will test whether higher‑for‑longer rates are finally biting into demand or if the U.S. economy can keep absorbing tighter financial conditions. A news podcast encapsulating the most salient market news, brought to you by Finextra Pro and powered by Communify. Open Finextra Pro now!

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A news podcast encapsulating the most salient market news, brought to you by Finextra Pro and powered by Communify.