The Bond Bro — The Dispatch

Institutional fixed income analysis for the individual investor. Weekly briefings from a CFA with 20 years on the desk.

Apr 16, 2026

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2 min read

Gold at $4,817 while equity futures hold green is not a risk-on signal.

Apr 15, 2026

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7 min read

Three earnings reports. Three different stories. One signal.

Apr 15, 2026

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4 min read

The data this morning is not telling a clean story. That's the point.

Apr 14, 2026

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5 min read

Three things should be happening right now if the soft PPI story were clean:

Apr 13, 2026

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8 min read

Companion to: "The Hidden Signal the Bond Market Is Sending That Stocks Are Missing"

Apr 12, 2026

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10 min read

Sunday setup: Islamabad collapses, the Strait stays shut, and the bond market is about to reprice what equity markets are still ignoring