Equities
Bonds
+2
Oct 1, 2026
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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 28, 2026
•
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 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
+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
•
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.
