Bonds
Bonds
+2
Oct 8, 2026
•
3 min read
🛢️ Oil at $103. Bonds at a 24-year high. Same day.
The oil market just reminded everyone that geopolitics doesn't care about your portfolio's month-to-date performance.
Bonds
+2
Oct 2, 2026
•
3 min read
🛢️ Brent just crossed $102. Three carriers in the Gulf.
The Persian Gulf now has three US aircraft carriers in it, and the price of oil just crossed $102 a barrel for the first time in months. That tends to get people's attention.
Bonds
+2
Oct 1, 2026
•
3 min read
Core PCE just blinked. Rates didn't.
The Fed's favourite inflation gauge finally cooperated. The bond market didn't care.
Bonds
+2
Sep 30, 2026
•
3 min read
📉 30-yr Treasury yield hits a 24-year high today
The bond market just sent a message, and it wasn't subtle.
Bonds
+2
Sep 28, 2026
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3 min read
🛢️ Trump killed the Iran deal. Oil is at $106.
Trump said no to Iran over the weekend, and markets opened the week with a jolt: oil up, yields up, futures down. The diplomatic window closed fast.
Bonds
+2
Sep 25, 2026
•
3 min read
🛢️ Diesel hits $6.51. Your grocery bill knows.
The pump, the mortgage, the trade war — all three came to a head yesterday, and none of them resolved cleanly.
Bonds
+2
Sep 16, 2026
•
3 min read
🏦 5%: the yield that changes your mortgage math
The number that matters most today isn't the Fed's rate decision. It's 5.02 — the yield on the 10-year Treasury that got there before the Fed even touched a dial.
Bonds
+1
Sep 15, 2026
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3 min read
🛢️ Saudi Arabia's oil exit is gone. Both of them.
Saudi Arabia woke up Monday with no working land route for its oil and no backup diplomatic deal in sight. The rest of the world is still catching up to what that means.
Bonds
+1
Sep 10, 2026
•
3 min read
ECB hikes again. A war is why.
Christine Lagarde didn't want to raise rates again. The oil price left her no choice.
Bonds
+2
Sep 9, 2026
•
3 min read
🛢️ Oil just hit $99.46. Your grocery bill noticed.
Saudi Arabia's oil facilities are on fire, and the ripple is already in your gas tank.
Bonds
+2
Sep 4, 2026
•
3 min read
🛢️ Iran hit Kuwait. Oil jumped. Then Trump blinked.
Kuwait woke up to Iranian missiles, and the oil market woke up to a White House quietly looking for an exit ramp. It's that kind of morning.
Bonds
+2
Sep 3, 2026
•
3 min read
🛢️ Brent just hit $94.86. Your bills notice.
The Strait of Hormuz is now a warzone and a chokepoint at the same time, and markets spent yesterday pricing in exactly what that means.
Bonds
+2
Sep 2, 2026
•
3 min read
🛢️ Oil just hit $91. Your energy bill is next.
September arrived with a bang: US strikes in the Strait of Hormuz, a 30-year high in Japanese bond yields, and European inflation running hotter than anyone wanted — all in one trading session.
Bonds
+2
Aug 28, 2026
•
3 min read
🔔 The Fed is openly split. Warsh speaks in hours.
Kevin Warsh steps to the podium at Jackson Hole this morning as Fed Chair, and the room he's walking into is already arguing.
Bonds
+2
Aug 25, 2026
•
3 min read
🏦 The US just threatened to cut off the world's banks.
Scott Bessent had a busy Sunday. By Monday morning, markets across three continents were already repricing what came next.
Bonds
+2
Aug 24, 2026
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3 min read
🏦 The 30-year yield hit 5.27%. Your mortgage noticed.
Kevin Warsh walks into Jackson Hole this Thursday inheriting an economy that's simultaneously too hot on inflation and too cold on growth — and the bond market isn't waiting for him to figure it out.
Bonds
+2
Aug 21, 2026
•
3 min read
📉 Walmart just posted its worst sales in 6 years
Three separate stories landed yesterday and they all pointed the same direction. Not a great direction.
