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THE WEEK THE BOND MARKET WAS RIGHT AGAIN

May 8, 2026

THE WEEK THE BOND MARKET WAS RIGHT AGAIN

Friday Recap · May 8, 2026

Hot Jobs, Soft Wages, Lower Yields

May 8, 2026

Hot Jobs, Soft Wages, Lower Yields

The bond market read the week correctly

Apollo Raises $6.5B. Retail Eats the Loss.

May 5, 2026

Apollo Raises $6.5B. Retail Eats the Loss.

The capital raise that contradicts the message

Three Pivots, Day One

May 4, 2026

Three Pivots, Day One

Monday, May 4th, 2026

Three Pivots, One Week

May 3, 2026

Three Pivots, One Week

Sunday Week Ahead

The Week the Fed's Story Cracked

May 1, 2026

The Week the Fed's Story Cracked

Friday Recap

Kashkari and Hammack Just Said No

May 1, 2026

Kashkari and Hammack Just Said No

Friday, May 1, 2026

THE DISPATCH — Written Analysis

Apr 30, 2026

THE DISPATCH — Written Analysis

Thursday, April 30, 2026

THE DISPATCH — Thursday Morning Brief

Apr 30, 2026

THE DISPATCH — Thursday Morning Brief

Thursday April 30, 2026,