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.
What the U.S. Treasury yield curve is, how to read it, what inversion means, and why every recession since 1955 was preceded by one.
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.
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.
Sticky 3.3% inflation, oil price shocks, and a Fed frozen on rate cuts are reviving stagflation fears not seen since the 1970s. Here’s what capital markets are signaling.
Fed’s Beige Book reveals AI productivity is shrinking corporate hiring — what it means for rate policy, bond markets, and equity valuations.
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.