See how the week's verified evidence and score fit together.

September payrolls rose 29,000. August manufacturing orders rose 0.1%, while inventories increased 0.5%. This late edition reviews the October 2 releases and separates economic facts from conditional dollar and cross-asset transmission. "The Fed's October 5 release reports October 2 dollar and euro observations. Treasury's October table shows higher 2-year and 10-year nominal yields on October 5. This edition keeps those dates separate and explains the limits of the cross-asset signals. Treasury's 10-year real yield also rose three basis points on Monday." "The October 6 trade release reports a larger August deficit as imports and exports rose. BEA's annual affiliate-services figures and Bowman's banking-supervision update add separate context. Current currency, real-yield and stress directions remain unassigned." The October 7 releases add September policy context, August consumer-credit growth and dated funding rates. October 7 Treasury yields moved in opposite directions at two and ten years. This morning snapshot does not establish a complete cross-asset regime. The October 8 releases add weekly labor and Fed-credit data plus August wholesale trade. October 8 two-year and ten-year nominal Treasury yields fell versus October 7. These dated observations do not establish a complete cross-asset regime. The completed-Friday USD Impact Score was −0.51, remaining in a soft dollar regime.