Trading Desk Talk 11/02/26

The Fed’s latest signals and what higher borrowing costs mean for the markets.

Trading Desk Talk 10/26/26

Investors have reduced their expectations for additional tightening.

Trading Desk Talk 10/19/26

In today's conditions, resilience and patience are paramount.

Trading Desk Talk 10/13/26

Navigating higher CRE borrowing rates and widening agency spreads.

Trading Desk Talk 10/05/26

Rates have reached approximately 20-year highs following growing inflationary fears.

Trading Desk Talk 09/28/26

Strong economic data and high Treasury yields drive expectations for Fed rate hikes.

Trading Desk Talk 09/21/26

As expected, the Fed hiked rates to help quell inflation.

Trading Desk Talk 09/14/26

U.S. Treasury auctions and buybacks highlight a volatile week for markets.

Trading Desk Talk 09/08/26

The market is currently pricing a 62% chance of a September rate hike,....

Trading Desk Talk 08/31/26

A look at Warsh's Jackson Hole address, complete with historical context.

Trading Desk Talk 08/24/26

Bessent signals further intervention is on the table.

Trading Desk Talk 08/17/26

Rate hikes at the September and October meetings are in play.