$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
I think it was a reaction to the Treasury Secretary (though a different person from the one mentioned by WSJ). However, I still believe that the seeds for interest rate hikes are smoldering. Concerns about inflation due to tariff increases and the deterioration of the USA's finances are still prevalent.
In the end, I wonder if we are waiting for economic indicators.

$USD/JPY (USDJPY.FX)$ $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
With the US interest rate in a downward trend, it was expected to lead to a stronger yen, but unexpectedly, the Euro plummeted, dragging the Dollar/Yen down with it. With this trend, I think the possibility of a rate hike by the Bank of Japan in December becomes even more likely.

$USD/JPY (USDJPY.FX)$
There is speculation that there will be an interest rate hike at the Bank of Japan meeting in December. I also think that possibility is high. I'm not in favor, though.
Today, the CPI announcement was made. Both the overall and core rates are at 2.3%. Looking at this number, I once again feel, is an interest rate hike really necessary?
For the Japanese who have long been in deflation, even a 2% increase in prices may be tough, but if the policy interest rate is 0.25% with this inflation rate, isn't that good enough already? It's truly a miracle on a global scale.
I understand the opinions of the people in the financial village. With low interest rates, financial policies cannot be sustained, so we cannot continue monetary easing forever. We must move towards a world with interest rates. That may be the case, but I think it would be a mistake to raise interest rates while ignoring prices and economic conditions.
I think for the members of the Bank of Japan and the people in the financial village, "interest rate hikes" are for monetary policy. The parties involved may deny it, but that's how it looks to me.
I feel doubtful about whether a rate hike is really necessary with CPI at 2.3%, but the Bank of Japan has brought up real interest rates, and the neutral interest rate is over 1%...

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Around lunchtime today, I was puzzled by the sudden drop in interest rates, but then I saw an article about the potential candidates for the next treasury secretary in the WSJ (although I'm not sure if that's what caused it). Of course, I don't know that person, but according to WSJ, he seems to be market-friendly. Checking Nikkei, it seems to be about Kevin Warsh.
I dislike the person called Trump and his policies. However, I strongly welcome the idea of appointing a market-friendly person as treasury secretary. (It's still undecided though).
But well, I am a bit concerned about whether this kind of person will really get along with the group.

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
I think the number of initial unemployment insurance claims and the Philadelphia Fed Index were moderately noteworthy today.
Although the new initial unemployment claims were slightly less than expected, there was a significant upside surprise in the number of continuing claimants.
On the other hand, the Philadelphia Fed Index showed a significant downside deviation with negative numbers. However, considering the ridiculous upside surprise in the NY Fed Index announced the other day, it makes me wonder if we can really take it seriously.
Well... it seems like the results are not that great.

$Nasdaq Composite Index (.IXIC.US)$
It was hyped up, but N's stock price only slightly decreased after hours. On the other hand, Nasdaq futures are slightly up (this may be due to interest rates). It's all a bit too much haha. Well, leaving aside the stock prices, it seems that the AI business is performing well. I wonder if N's stock price will go up again today.

$USD/JPY (USDJPY.FX)$
I think there are movements regarding Russia and Ukraine, but the dollar is not getting stronger. Surprising.

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Is this a joke... w

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Mr. Powell's remarks saying “we are not in a hurry to cut interest rates,” and statements from other Fed members who are cautious about cutting interest rates were scattered yesterday and today. Hey hey, I looked at your dot chart and understood that it was a phase where interest rates were cut...
Although there was an element of a landslide victory between Trump and the Republican Party, I didn't think there was such a decisive change in the macroeconomic situation after September (employment statistics are also fine for September and October), so it's not interesting at all.
However, the salvation for the heart is that interest rates have surprisingly not risen even with such reports (well, they may explode tomorrow morning...). Also, there is a considerable downward trend in resource prices, starting with crude oil.
Stocks and debts have been weak for the past few days, so it's not interesting, but let's do it without going bad.

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
It is unlikely to see surprising numbers in PPI like yesterday's CPI (although interest rates moved in a short time yesterday). I am more interested in the unemployment insurance figures today. However, it is highly likely that interest rates will not react to economic indicators given the recent trend.