Archive

Into the Largest IPO Ever: The View From the Bond Desk

Risk-on into the largest IPO ever — and the 30-year auction clearing underneath it. The calm is the tell.

The Casino Upstairs, the Anchor Below

Oil's Back, Yields Held: The no-landing tape

THE DISPATCH — MORNING BRIEF Tuesday, June 9, 2026 · NY Session

New post

The Jobs Beat That Undercuts the Hike

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

Yields Lead Now, Not Oil

The setup into May payrolls

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

The Oil Shock The Fed Can't Talk Down

Hike odds hold into Friday's payrolls

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

Long-end risk, oil bid, credit asleep