Kevin Warsh’s Fed Chair Path: Bond Markets Brace for Shift
Senate Banking Committee votes this week on Kevin Warsh’s Fed nomination. Bond markets are already pricing a hawkish shift — here’s what capital markets are watching.
Federal Reserve & Rates
Follow Federal Reserve decisions, interest rates and monetary policy. Explore what changes in short-term rates and bond yields mean, with links to original releases and market explainers. Find your way around ECMSource.
30-Year Treasury Near 5%: The Forces Keeping U.S. Borrowing Costs High
The 30-year Treasury hovers near 5% as foreign buyers pull back, Iran’s Strait of Hormuz crisis adds volatility, and the term premium makes a structural comeback. Here’s what it means for every borrower.
Kevin Warsh Fed Nomination: What It Signals for Rates and Bonds
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.
IMF Warns U.S. Debt Is Eroding the Treasury Safe-Haven Premium
The IMF says runaway U.S. debt is eliminating the traditional safety premium on Treasury bonds — and the implications stretch far beyond fixed income.
Utilities’ $770B Bond Issuance Wave Powers the AI Grid Buildout
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.
The AI Hiring Freeze: What the Fed’s Beige Book Reveals
Fed’s Beige Book reveals AI productivity is shrinking corporate hiring — what it means for rate policy, bond markets, and equity valuations.
The Mortgage Lock-In Effect: Why Millions Won’t Move
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.
The Next Fed Chair: What Capital Markets Face After Powell
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 Investors Are Selling US Treasuries: What It Means for 2026
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 PPI Cools: What It Means for Fed Rates and Bonds
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.