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← Markets Turker Ventures >_TIS

Global Macro & Cross-Asset Review

Quarterly edition · Q4 2026

Turker Ventures’ quarterly global macro report: equities, US rates, policy and liquidity, inflation, growth, labour, credit, FX, commodities and the economic calendar. Data cut-off 29 October 2026.

29 October 2026 · 16 pages · Not financial advice.

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Fed funds target3.75–4.00%EFFR 3.88%
UST 10Y4.99%+38bp 3M
2s10s+38bp−7bp 3M
US HY OAS318bp67th pctl, 3Y
Core PCE y/y3.1%3m ann. 2.9% · Sep 2026
Unemployment4.2%Payrolls 3m avg 51k
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