Washington: What to Watch Now

Published on October 2, 2026

Markets await a possible Fed rate hike as Congress weighs Trump's dividend proposal, a limited fall session, and a Senate vote on crypto regulation.

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Do Oura and OpenAI IPO Delays Foreshadow a Slowdown in Dealmaking for Q4?

October 2, 2026
The takeaway from Q3 isn't that the IPO recovery is dead, it's that it has entered a far more tactical phase. The appetite to register is undeniably present, but the window to price comfortably has narrowed. For big names like OpenAI and Oura, taking extra time to clear safety, governance, or market noise is a luxury of strength, not desperation.

Higher Bond Yields Go Global

October 2, 2026
The sell-off in U.S. Treasury (UST) yields has continued pretty much in an unabated fashion In fact, multi-year high watermarks are being achieved throughout the fixed coupon maturity curve. The most widely followed development was the UST 10-year yield rising to its highest level since 2007.