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What moved, and why

Four to six bullets on the session that just closed: the moves that were big enough to notice, the policy that caused them, and the places where the tape disagreed with itself. Figures come from primary sources and are linked.

Meta hired MongoDB's CEO, and the ten-year hit its highest since 2007

Treasury yields climbed across the curve, the two-year up 11bp and the ten-year to 5.24%, its highest since 2007, into a week of PCE and payrolls. Meta hired MongoDB CEO CJ Desai to run a new enterprise AI unit: MongoDB fell 18.5% and Meta 4.8%. Nvidia added a record $150bn to its buyback and rose 1.7% while chips fell. Trump's rejection of Iran's seven-day ceasefire lifted oil early, and the S&P fell 0.77%.

S&P 500
−0.77%
10-year
5.24%+7bp
MongoDB
−18.5%
Meta
−4.8%
VIX
16.07
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