OCT 01 2026: Global bond sell-off pushes 10Y Treasury to 5.34%, highest since 2002; Brent jumps 4% as US sends a third carrier to the Middle East; TSMC $TSM puts $265B into US chips with a $60B–$64B c

US kicks out Iran's UN delegation as peace talks stall, Turkey/UN try a Russia-Ukraine Black Sea truce, Sudan warns of a Libya-style split. Watch oil, shipping, and any risk-premium unwind. 10Y Treasury yield hits 5.34%, 30Y at 5.65%, both decade highs; $DXY near a two-month high and yen lags after the Tankan. Strong jobs plus global bond sell-off means no easy Fed cut. Brent jumps more than 4% after reports the US is sending a third aircraft carrier to the Middle East. This feeds headline inflation right as 10Y yields hit 5.34%—bad signal for risk assets. TSMC $TSM's $265B US investment and $64B capex outlook land before Q3 results on Oct 15; South Korea monthly exports top $120B for the first time on record chip sales. AI buildout is not slowing. Thursday's analyst calls hit $NVDA, $AAPL, $NFLX, $MU, $AMZN, $META, $TOL, $AMAT, $AVGO and $AMD. $NVDA gets "monster October" hype after a historic $150B move—watch Oct 15. Trump's AI safety pact revives the Biden-era model, but the questio

US kicks out Iran's UN delegation as peace talks stall, Turkey/UN try a Russia-Ukraine Black Sea truce, Sudan warns of a Libya-style split. Watch oil, shipping, and any risk-premium unwind.