THE BOND BRO, CFA — THE DISPATCh

• Institutional fixed income analysis. Daily before the open

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Jun 5, 2026

The Jobs Beat That Undercuts the Hike

Friday, June 5, 2026 · Labor market read · Dispatch

Jun 4, 2026

Yields Lead Now, Not Oil

The setup into May payrolls

Jun 3, 2026

The First Trader to Run the Fed Walks Into a Market Betting Against His Book

Wednesday, June 3, 2026 · Warsh / FOMC / Trader-Led Fed · The Dispatch Companion

Jun 2, 2026

The Oil Shock The Fed Can't Talk Down

Hike odds hold into Friday's payrolls

Jun 1, 2026

The Front End Is Pinned. The Long End Isn't.

Long-end risk, oil bid, credit asleep

May 29, 2026

Long end rallies, geopolitical premium out

Friday May 29, 2026

May 28, 2026

The Same Liquidity Spent Twice

Thursday May 28, 2026

May 28, 2026

Three forces, one firm long end

Thursday, May 28, 2026