Kevin Warsh’s Senate confirmation hearing sent measured signals through bond markets and rate desks. Here’s what his nomination means for monetary policy, Treasury yields, and credit markets.
The IMF says runaway U.S. debt is eliminating the traditional safety premium on Treasury bonds — and the implications stretch far beyond fixed income.
U.S. utilities are planning $1.4 trillion in capex to power AI data centers — and financing it means a $770B bond issuance wave that will reshape investment-grade credit markets.
Fed’s Beige Book reveals AI productivity is shrinking corporate hiring — what it means for rate policy, bond markets, and equity valuations.
Over half of U.S. homeowners hold COVID-era mortgages at sub-4% rates. How this lock-in is reshaping housing supply, MBS markets, and Fed policy in 2026.
Jerome Powell’s term ends May 15, 2026. With 30 days left, capital markets are weighing what comes next for interest rates, bonds, and the dollar.
Foreign holdings of US Treasuries are declining as trade tensions escalate. Here’s what’s driving the selloff and what it means for yields, the dollar, and American borrowers.
March 2026 PPI rose just 0.5% vs 1.1% expected. Here’s what the wholesale inflation surprise means for Fed policy and bond markets.
High-yield credit spreads are widening in 2026. Here’s what the junk bond market is telling investors about recession risk, corporate debt, and what comes next.
Kevin Warsh’s expected Fed Chair confirmation hearing has been delayed. Here’s what the nomination snag means for bonds, the dollar, and equities.