The Bond Bro — The Dispatch

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Dispatch Morning Brief

Oct 9, 2026

Dispatch Morning Brief

Treasuries round-trip on two clean auctions. The AI buildout’s first-loss piece got repriced.

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Dispatch Morning Brief

Oct 8, 2026

Dispatch Morning Brief

The Fed put Treasury's bid on the list of why yields rose — and said it won't be the backstop.

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Dispatch Morning Brief

Oct 7, 2026

Dispatch Morning Brief

The gilt took the rung first. The long bond is at 5.72 and France sold the whole curve.

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Dispatch Morning Brief

Oct 6, 2026

Dispatch Morning Brief

From "I am the house" to "the house doesn't win every hand" in 26 days. The long end took him up on it.

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Dispatch Sunday Set-up

Oct 4, 2026

Dispatch Sunday Set-up

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Dispatch Mr

Oct 2, 2026

Dispatch Mr

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