What’s Really Driving Yields Higher

by | Sep 17, 2026 | Blog, Bonds

The 10-year Treasury yield is sitting around 5.00%, and the 30-year at ~5.37% (as of 9/16/26) — both brushing up against levels last seen in 2007. The Fed met today and delivered a 25bps hike, and if you have followed the 2yr Treasury (4.65% going into the meeting,...

Jackson Hole: Project Realignment

by | Aug 28, 2026 | Blog, Bonds

Fed Chair Warsh’s Jackson Hole remarks provided the market with what participants hoped for: A more thorough view from the Fed on the economy and inflation, which appeared to satisfy investors’ concerns. Overall, I’d rate his comments as more hawkishly tilted than the...

The Market in Pictures, July 24

by | Jul 24, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. This week’s charts center on a violent rotation beneath a calm surface: semis selling off hard, AI winners giving back gains, and the 1st half’s laggards taking the lead, all while the average stock...