The largest move in the last 24h was: NatGas. Commodities that had 2 standard deviation moves during the period include: NatGas

USD has broadly weakened since 5AM this morning, with NOK, CAD, and NZD appreciating the most vs. USD. The NOK was strongest vs. USD with a 0.394% return, while the JPY was weakest vs. USD with a -0.253% return. #Forex

The largest absolute flows over the past 7 days have been in the following ETFs: VOO (8.5B) SPY (-4.6B) TQQQ (3.1B) BIL (-2.5B) GLD (-2.4B)

Looking at notional #ETF flows to monitor sector rotations within US Equities: currently the sectors experiencing the largest inflows compared to their averages include High Yield and TIPS, while outflows are being seen in Gold and Utilities.

The biggest movers in global FX overnight, based on volatility adjusted returns, were #AUDNZD, #EURNZD, #USDNZD, #NZDJPY, & #USDILS. For USD crosses, 18 out of 28 had positive returns. For EUR crosses, 7 out of 13 had positive returns. #Forex

Here we take a closer look at the daily returns of major cryptocurrencies and other global assets in terms of their volatility adjusted returns.

5-Year Bond Auction Summary The 5-Year bond sold today (Oct 27, 2026) by the US Treasury was worth $77.8bn, had a Bid to Cover of 2.33 and a High Yield of 4.845%. Check other auction metrics in the chart below.

The largest move in the last 7 days was: AU 2s10s. G10 bond yields that had 2 standard deviation moves during the period include: AU 2s10s, Can. 2s10s

The largest move in the last 24 hours was: China 10s30s. There were no G10 bond yields that had a 2 standard deviation move during the period.

Here we compare #Bitcoin's performance during Asian, European and American trading periods. Today $BTC returned -0.65% in Asia, and 0.5% in Europe. Yesterday BTC returned -0.43% in the American session.

The largest move in the last 24h was: Lean Hogs. There were no commodities that had returns greater than 2 standard deviations during the period.

USD has broadly strengthened since 5AM this morning, with MXN, CAD, and EUR depreciating the most vs. USD. The SEK was strongest vs. USD with a 0.178% return, while the MXN was weakest vs. USD with a -0.398% return. #Forex

Over the last 20 days, we have generally seen the S&P index outperform the signals from global assets correlated to risk sentiment. The S&P has outperformed the model by +1.41% cumulatively during the period.

2 Hours ahead of the NY Open, our cross-asset model indicates a +0.11% gain for the S&P (while futures are up +0.40% since prior close). The signal from Global Equities is most bullish (+0.20%), while the signal from FX is least bullish (+0.01%).

The largest absolute flows over the past 7 days have been in the following ETFs: VOO (8.4B) SPY (-4.6B) QQQ (-4.3B) TQQQ (3.5B) BIL (-2.4B)

Looking at notional #ETF flows to monitor sector rotations within US Equities: currently the sectors experiencing the largest inflows compared to their averages include High Yield and Investment Grade, while outflows are being seen in Treasury and Gold.

@ExanteData is now Vanda Vanda Macro Intelligence. Shortly, this account will evolve to reflect our new brand identity as part of Vanda. We'll be updating the handle of this account and the design of our posts will be refreshed. The same research. The same team. Now under @vandaresearch.

Over the last 20 days, we have generally seen the S&P index outperform the signals from global assets correlated to risk sentiment. The S&P has outperformed the model by +1.16% cumulatively during the period.

5 Hours ahead of the NY Open, our cross-asset model indicates a +0.03% gain for the S&P (while futures are up +0.07% since prior close). The signal from Global Equities is most bullish (+0.10%), while the signal from FX is least bullish (-0.06%).

The biggest movers in global FX overnight, based on volatility adjusted returns were #TWDCNH, #USDTWD, #EURNZD, #EURNOK, & #EURAUD. For USD crosses, 16 out of 28 had positive returns. For EUR crosses, 1 out of 13 had positive returns. #Forex