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Author Jason Haley

Published

Estimated

Treasury yields are modestly higher to begin the week.

A sharp selloff in Japanese bonds overnight fueled weakness in other major markets, including European government bonds and Treasuries. Japan’s 10-year bond yield touched 2.10% today, the highest since 1999. With the Christmas holiday on Thursday, it should be a relatively quiet week from a trading volumes perspective, and there are no major data releases on the calendar.

Jason Haley
Chief Investment Officer

DateEventSurveyActualPriorRevised
12/22/2025Chicago Fed Nat Activity Index-0.17-0.21-0.12-0.31
12/22/2025-12/26/2025Housing Starts     —     —     —     —
12/22/2025-12/26/2025Housing Starts MoM     —     —     —     —
12/22/2025-12/30/2025Business Inventories     —     —0.20%     —
12/22/2025-12/26/2025Building Permits     —     —     —     —
12/22/2025-12/26/2025Building Permits MoM     —     —     —     —
12/20/2025-12/26/2025Building Permits MoM     —     —     —     —
12/22/2025-12/26/2025Construction Spending MoM0.10%     —0.20%     —
12/22/2025-12/31/2025Wholesale Trade Sales MoM     —     —-0.20%     —
12/22/2025-12/26/2025New Home Sales709k     —800k     —
12/22/2025-12/26/2025New Home Sales MoM-11.40%     —20.50%     —
12/23/2025ADP Weekly Employment Change     —     —16.250k     —
12/23/2025GDP Annualized QoQ3.20%     —3.80%     —
12/23/2025Personal Consumption2.70%     —2.50%     —
12/23/2025GDP Price Index2.70%     —2.10%     —
12/23/2025Core PCE Price Index QoQ2.90%     —2.60%     —
12/23/2025Philadelphia Fed Non-Manufacturing Activity     —     —-16.3     —
12/23/2025Durable Goods Orders-1.50%     —0.50%     —
12/23/2025Durables Ex Transportation0.30%     —0.60%     —
12/23/2025Cap Goods Orders Nondef Ex Air0.30%     —0.90%     —
12/23/2025Cap Goods Ship Nondef Ex Air0.30%     —0.90%     —
12/23/2025Fed to Release Oct. and Nov. Industrial Production on Dec. 23    
12/23/2025Industrial Production MoM0.10%     —0.10%     —
12/23/2025Manufacturing (SIC) Production0.10%     —0.00%     —
12/23/2025Capacity Utilization75.90%     —75.90%     —
12/23/2025Richmond Fed Manufact. Index-10     —-15     —
12/23/2025Richmond Fed Business Conditions     —     —-15     —
12/23/2025Conf. Board Consumer Confidence91     —88.7     —
12/23/2025Conf. Board Present Situation     —     —126.9     —
12/23/2025Conf. Board Expectations     —     —63.2     —
12/23/2025-12/25/2025Building Permits1350k     —     —     —
12/24/2025MBA Mortgage Applications     —     —-3.80%     —
12/24/2025Initial Jobless Claims223k     —224k     —
12/24/2025Initial Claims 4-Wk Moving Avg     —     —217.50k     —
12/24/2025Continuing Claims1895k     —1897k     —
12/27/2025-12/31/2025Retail Sales Advance MoM0.40%     —0.00%     —
12/27/2025-12/31/2025Retail Sales Ex Auto MoM0.30%     —0.40%     —
12/27/2025-12/31/2025Retail Sales Ex Auto and Gas     —     —0.50%     —
12/27/2025-12/31/2025Retail Sales Control Group     —     —0.80%     —
12/29/2025Pending Home Sales MoM1.00%     —1.90%     —
12/29/2025Pending Home Sales NSA YoY     —     —-0.40%     —
12/29/2025Dallas Fed Manf. Activity-5     —-10.4     —
12/29/2025-1/02/2026Building Permits     —     —     —     —
12/29/2025-1/02/2026Building Permits MoM     —     —     —     —
12/29/2025-12/31/2025Construction Spending MoM     —     —     —     —
12/29/2025-1/02/2026New Home Sales     —     —     —     —
12/29/2025-1/02/2026New Home Sales MoM     —     —     —     —

Jason Haley

Chief Investment Officer

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