Archive

THE CREDIT SHRUG

Jul 19, 2026

THE CREDIT SHRUG

TWO FRONTS

Jul 17, 2026

TWO FRONTS

THE THIRD BOND MARKET

Jul 15, 2026

THE THIRD BOND MARKET

NY banned new data centers yesterday. The muni exposure nobody has mapped.

THE SHOCK TEST

Jul 14, 2026

THE SHOCK TEST

WHAT FADED, WHAT DIDN'T

Jul 13, 2026

WHAT FADED, WHAT DIDN'T

THE GRADIENT Summer Friday special — the hyperscaler CDS board, marked, converted, and ranked.

Jul 10, 2026

THE GRADIENT Summer Friday special — the hyperscaler CDS board, marked, converted, and ranked.

THE SHOCK TEST

Jul 9, 2026

THE SHOCK TEST

Oil +5% on a war headline — and no safety bid for the long end

The AI Supply Machine

Jul 8, 2026

The AI Supply Machine

Risk-Off That Won't Rally the Long End

Jul 7, 2026

Risk-Off That Won't Rally the Long End

Tech wobble, Gulf oil risk — and the 30Y still can't get bid.