October 5, 2026

The week in three charts

1. 1 of 3

   7 insiders bought FUL shares on the open market, $621 thousand in all

   $621K4 Oct

   0

   $621K

   19 Jul4 Oct

   FUL (FULLER H B CO): 7 insiders bought on the open market for $621 thousand in total. Data

2. 2 of 3

   Net inflow of $281 million into spot bitcoin ETFs

   $281Mweek to 2 Oct

   $8.4M

   -$7.8M

   0

   $630M

   21 Sep2 Oct

   Spot BTC ETFs (ARKB, BITB, IBIT, from the issuers' own holdings files): net inflow of $281 million for the week to October 2, 2026. Data

3. 3 of 3

   Leveraged funds added 184,760 contracts net in 2-Year U.S. Treasury Notes

   1,165,980 contractsnet short, 29 Sep

   0

   1,671,766

   1,165,980

   14 Jul29 Sep

   2-Year U.S. Treasury Notes: leveraged funds added 184,760 contracts net, to -1,165,980 (COT of September 29, 2026). Data

Insiders

Form 4 filings, open-market transactions only.

• FUL (FULLER H B CO): 7 insiders bought on the open market for $621 thousand in total. Data
• Largest open-market buy: LEN, $52 million by BERKSHIRE HATHAWAY INC, 10% owner on September 30, 2026. Data
• Largest open-market sale: ACT, $37 million by Genworth Holdings, Inc., 10% owner on September 30, 2026. Data

Money flows

Issuer holdings files, the Federal Reserve Board's H.4.1 and the New York Fed, TreasuryDirect results.

• Spot BTC ETFs (ARKB, BITB, IBIT, from the issuers' own holdings files): net inflow of $281 million for the week to October 2, 2026. Data
• Spot ETH ETFs (ETHA, ETHW, from the issuers' own holdings files): net inflow of $6.4 million for the week to October 2, 2026. Data
• Fed net liquidity (balance sheet less reverse repo and the Treasury account): $5.78 trillion as of September 30, 2026, up $13 billion on the week. Data
• Weakest Treasury auction of the week: the 26-Week bill on September 28, 2026, bid-to-cover 2.64. Data

Positioning

CFTC Commitments of Traders, exchange funding rates.

• 2-Year U.S. Treasury Notes: leveraged funds added 184,760 contracts net, to -1,165,980 (COT of September 29, 2026). Data
• 5-Year U.S. Treasury Notes: leveraged funds cut 127,725 contracts net, to -1,985,787 (COT of September 29, 2026). Data
• 10-Year U.S. Treasury Notes: leveraged funds cut 109,485 contracts net, to -2,036,432 (COT of September 29, 2026). Data
• Most extreme funding rate at the weekend: TRX on Hyperliquid, -0.107% per 8 hours (-117% annualised). Data

The week ahead

Release times from the agencies' schedules; earnings dates are estimated until each company's 8-K confirms the date.

• Tuesday 12:30 UTC: International Trade in Goods and Services. Data
• Wednesday 18:00 UTC: FOMC Minutes. Data
• Thursday 12:30 UTC: Initial Jobless Claims. Data
• Earnings expected this week (estimated): APLD (Thursday), PEP (Thursday), DAL (Thursday), TLRY (Thursday), AEHR (Monday), MKC (Tuesday). Data