What changed in economic and company data

Updates on new figures and revisions from official releases, and summaries of company earnings calls and filings.

22 Oct 2026

Federal Reserve Board
US Treasury yields, Oct 21: long end falls to 5.42% while bills still price a Fed hike
- Long-term yields have fallen from their early-October highs and the curve has flattened
- Short-term rates still point to at least one Federal Reserve hike soon
- Falling real yields, not lower inflation expectations, explain the decline
US 30-year Treasury yield, Oct 215.42%
Energy Information Administration · Revised 265 series
US nuclear outages, Oct 22, 2026: 19.73% of capacity offline in refueling season
- Nuclear outages have more than doubled in four weeks
- Fall refueling season is taking close to a fifth of the reactor fleet offline
- National nuclear capacity rose on Oct 1 because of new ratings, not new reactors
US nuclear generating capacity offline, Oct 22, 202619,736 MW
U.S. Department of the Treasury
Treasury yields, Oct 21: 30-year at 5.42%, down 25bp from Oct 7 high as curve flattens
- Long-term borrowing costs have fallen well below their early-October highs
- Short-term yields held steady, so the yield curve flattened
- Total public debt reached $40.44 trillion on Oct 20
30-year Treasury yield, Oct 21 close5.42%

21 Oct 2026

Federal Reserve Board
US Treasury yields, Oct 20, 2026: 30-year falls to 5.42% as the curve flattens
- Long-term yields have fallen well below their early-October highs
- Lower inflation-adjusted yields explain almost all of the drop
- Short-term rates still point to more Federal Reserve rate increases
US 30-year Treasury yield, Oct 205.42%
Energy Information Administration
US nuclear outages reach 19,936 MW on Oct 21 as fall refuelling peaks
- Outages have climbed fast since late September and are close to the spring peak
- Single units at several large plants are behind the rise
- One plant returned, and fleet capacity was rated higher from Oct 1
US nuclear capacity offline, Oct 2119,936 MW
Bureau of Labor Statistics · Revised 99 series
US Q3 2026 real median weekly pay falls 2.1% to $370, first yearly drop since 2022
- Typical weekly pay fell in both cash and inflation-adjusted terms
- Full-time employment rose on the quarter but is lower than a year ago
- Lower earners gained more than higher earners
US median weekly pay of full-time workers, inflation-adjusted (1982-84 dollars), Q3 2026$370
Energy Information Administration · Revised 81 series
US Lower 48 power demand peaks at 498,372 MWh, above forecast, as gas output jumps
- Demand rose each evening this week and beat the forecast
- Natural gas plants supplied most of the extra power
- Regional patterns and revisions were routine
Lower 48 hourly electricity demand peak, first UTC hour of Oct 21 (Tuesday evening, US time)498,372 MWh
U.S. Department of the Treasury
US Treasury yields, 20 October 2026: 30-year falls to 5.42% as curve flattens
- Long-term yields have fallen since early October
- The yield curve flattened because short-term rates held steady
- Federal debt has grown since the fiscal year ended
US 30-year Treasury par yield, 20 October 20265.42%

20 Oct 2026

Federal Reserve Board
US 10-year Treasury yield rises to 5.15% on 19 October as real yields climb
- Inflation-adjusted yields drove the whole rise
- Long-term yields rose more than short-term yields, partly undoing last week's fall
- Bill yields above the Fed's policy rates suggest markets expect more rate rises
US 10-year Treasury yield, 19 October 20265.15%
Energy Information Administration
US nuclear outages hold at 19,860 MW on October 20, 2026, near the fall peak
- Nuclear outages barely changed and stay near their fall high
- Two large jumps in October drove the rise
- Comanche Peak 1 is the latest unit to go fully offline
US nuclear capacity offline, October 20, 202619,860 MW
Bureau of Labor Statistics · Revised 462 series
US states, September 2026: regional jobless rates ease; California workforce shrinks
- Most regions and several weak states saw unemployment ease in September
- California's steady rate comes from people leaving the workforce, not from more hiring
- State estimates follow a slower trend than the national survey
South region unemployment rate, September 20264.0%
Census Bureau · Revised 30 series
US September 2026 housing starts fall for a third month to 1,221k
- Home building has slowed for three months in a row
- Single-family permits point to more weakness ahead
- Completions edged up and earlier months were revised up
US total housing starts, September 2026, seasonally adjusted annual rate1,221k
U.S. Department of the Treasury
US Treasury yields, 19 Oct 2026: 10-year rises to 5.15% as long-term yields lead
- Long-term yields rose more than short-term yields
- The rise came from longer bonds, not from short-term rate expectations
- Yields remain below their early-October highs
US 10-year Treasury yield, 19 October close5.15%

19 Oct 2026

Federal Reserve Board
Oct 13: rupee gains 1.5% after RBI steps in; long US Treasury yields fall
- The rupee had its largest one-day gain in 60 days of data
- Long-term Treasury yields fell from their early-October highs
- Short-term rates are consistent with expected Federal Reserve rate increases
Indian rupees per US dollar, Oct 1694.96
Energy Information Administration · Revised 434 series
Gulf crude output recovers in June 2026 but stays far below February
- Gulf production is recovering, but most of the lost output has not come back
- Saudi Arabia is still well short of its pre-war output
- World supply rose in June but remains well below February
Persian Gulf crude oil production, June 202618.45 mb/d
Bureau of Labor Statistics
US September 2026 average prices: diesel hits a record $6.331 a gallon, up 14%
- Diesel is at its highest level on record
- Heating oil and gasoline also rose sharply
- Food and utility prices were mostly steady
US average diesel price, September 2026$6.331/gal

18 Oct 2026

U.S. Department of the Treasury
US fiscal 2026 deficit widens to $1.992T; 10-year Treasury yield falls to 5.09%
- Spending grew faster than revenue in fiscal year 2026
- September's deficit reflects unusually low spending a year earlier
- Long-term Treasury yields have fallen from their early-October highs
US federal deficit, fiscal year 2026$1.992T

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