Diesel at six, ten-year at 4.83, CPI at 8:30
10Y at 4.83%. Today's setup in rates, credit, and deals.
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Oil at $100 broke the rally in rates. Underwriting just got harder.
10Y at 4.80%. Today's setup in rates, credit, and deals.
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Oil is the only rate that matters today
10Y at 4.78%. Today's setup in rates, credit, and deals.
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The Fed is hiking into an $875B maturity wall.
10Y at 4.77%. Today's setup in rates, credit, and deals.
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The long end is not coming to save you.
10Y at 4.79%. Today's setup in rates, credit, and deals.
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The 10Y at 4.79% is telling you what the Fed will not.
10Y at 4.79%. Today's setup in rates, credit, and deals.
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Oil is doing the tightening the Fed isn't.
10Y at 4.63%. Today's setup in rates, credit, and deals.
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Oil is the marginal buyer of your cap rate.
10Y at 4.60%. Today's setup in rates, credit, and deals.
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Canada gets tariffed. Canadian capital buys America anyway.
10Y at 4.55%. Today's setup in rates, credit, and deals.
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The long end will not cooperate. Deploy anyway.
10Y at 4.57%. Today's setup in rates, credit, and deals.
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The long end is the story. Industrial and AI are still buying.
10Y at 4.55%. Today's setup in rates, credit, and deals.
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The data center trade is going public. The backlash is going local.
10Y at 4.55%. Today's setup in rates, credit, and deals.
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