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Daily brief 03 Aug 2026, 21:05 UTC

Lending platform stocks climb as the 10-year Treasury yield dips, 10s +7bp

desk brief, Mon 03 Aug 2026

Treasuries (close 2026-07-31): 2s 4.28% (+5.0bp), 10s 4.75% (+7.0bp), 30s 5.27% (+6.0bp).

Tape (close 2026-07-31): VIX 15.99, 2s10s +47bp.

Narrative: Gold Gains as Iran Talks Ease Concerns Over Interest-Rate Hike

What mattered:

Lending platform stocks climb as the 10-year Treasury yield dips
UK economy faces recession if strait of Hormuz remains closed, EY warns - as it happened
NY Fed's John Williams warns rate hikes on table if inflation persists
Fed's Williams sees inflation coming down in H2 and more next year
Stock market today: Dow, S&P 500, Nasdaq futures rise as Trump calls off Iran attack, oil and bond yields ease

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