The Bond Bro — The Dispatch

The AI Supply Machine

Risk-Off That Won't Rally the Long End

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

THE BOND BRO | THE SUNDAY SET-UP Week of July 6–10, 2026

Soft jobs, a crude collapse, and a long end that still won’t rally — the steepener the market keeps re-expressing.

Jobs Cooled, the Curve Steepened, and the Long End Wouldn't Follow

Municipal Energy Prepay: A Corporate Curve Hiding in the Muni Market

Quarter-End, and the Long End Is Steep Everywhere

June 30, 2026