Archive

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

Jun 1, 2026

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

Long-end risk, oil bid, credit asleep

Long end rallies, geopolitical premium out

May 29, 2026

Long end rallies, geopolitical premium out

Friday May 29, 2026

The Same Liquidity Spent Twice

May 28, 2026

The Same Liquidity Spent Twice

Thursday May 28, 2026

Three forces, one firm long end

May 28, 2026

Three forces, one firm long end

Thursday, May 28, 2026

THE DISPATCH — Daily — Duration Holds. Front End Well Bid. 2Y Clears Clean. 5Y Is the Real Test.

May 27, 2026

THE DISPATCH — Daily — Duration Holds. Front End Well Bid. 2Y Clears Clean. 5Y Is the Real Test.

Wednesday, May27, 2026

HORMUZ TAPE LANDS. DURATION RALLIES PARALLEL 5-7BP. OIL DOWN 6%.

May 26, 2026

HORMUZ TAPE LANDS. DURATION RALLIES PARALLEL 5-7BP. OIL DOWN 6%.

Tuesday, May 26, 2026

THE DISPATCH — Vol. 1: $183B in Supply, PCE Friday, Hormuz on the Tape

May 25, 2026

THE DISPATCH — Vol. 1: $183B in Supply, PCE Friday, Hormuz on the Tape

Memorial Day 2026

The Bond Market Saw All Of It First

May 22, 2026

The Bond Market Saw All Of It First

Weekly Wrap up May22, 2026

Warsh Day One. The Curve Is Already Talking.

May 22, 2026

Warsh Day One. The Curve Is Already Talking.

Friday, May 22, 2026