Dollar and Yields Hold Firm as Soft NFP Changes Fed Timing, Inflation Still Decides the Destination
TL;DR: September’s soft NFP report pushed the probability of an October Fed pause to 77.9%, but Treasury yields and Dollar Index both reversed higher by Friday’s close as markets judged the data wasn’t enough to resolve the bigger inflation risk—a risk Brent crude’s hold above $100, despite a coordinated G7 reserve release, helped confirm is











