Jun 21, 2026 Warsh kills the dot plot. The curve flattens on cue. 10Y at 4.49%. Today's setup in rates, credit, and deals. Read issue →
Jun 18, 2026 Hormuz reopens. Multifamily breaks. Warsh keeps the gun loaded. 10Y at 4.43%. Today's setup in rates, credit, and deals. Read issue →