Thu Oct 1 — The bond market flipped: the 10Y fell 5.9bp to 5.233%, its biggest daily drop in over a month, as October-hike odds collapsed below 25%; the S&P 500 added 0.19% to 7,666.45, tech and energy led, and crude spiked on a third U.S. carrier group steaming toward Iran — with September payrolls (84K expected) landing Friday morning.