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IEA monthly report forecasts global oil supply will fall short of demand by 1.74 mln b/d in 2026, versus a prior forecasted shortfall of 1.27 mln b/d.

2026-09-11

IEA monthly report forecasts global oil supply will fall short of demand by 1.74 mln b/d in 2026, versus a prior forecasted shortfall of 1.27 mln b/d.

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2026-09-11

Oracle (ORCL.N) CFO says roughly half of the company’s remaining performance obligations (RPO) are expected to convert into revenue over the next 36 months.

Oracle (ORCL.N) CFO says roughly half of the company’s remaining performance obligations (RPO) are expected to convert into revenue over the next 36 months.
2026-09-11

Short-bond positioning has driven the benchmark 10-year US Treasury yield toward the 5% threshold ahead of US CPI, the release that will shape Fed rate expectations. The 10-year climbed 18 bps this week and traded just under 5%; it was 4.98% on Frida

Short-bond positioning has driven the benchmark 10-year US Treasury yield toward the 5% threshold ahead of US CPI, the release that will shape Fed rate expectations. The 10-year climbed 18 bps this week and traded just under 5%; it was 4.98% on Friday, the highest since 2023 and approaching the 2007 peak. Traders cite rising oil and persistent inflation running above the Fed’s target for five years as upward pressure. Markets price roughly a 70% chance of a Fed hike at the Sept. 16 meeting. ING Americas head of research Padhraic Garvey said a 5% 10-year now looks inevitable and called the period worrying for the bond market.
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