Insights & Perspectives 12/11/25

We have moved from resisting the new rate environment to accepting it.

Trading Desk Talk 12/08/25

The FOMC is taking a close look at labor market data before its....

Trading Desk Talk 12/01/25

With inflationary pressures in check, the next shoe to drop is the labor....

Trading Desk Talk 11/17/25

The government reopens and the market is ready for "normal."

Trading Desk Talk 11/10/25

Domestic bond markets were listless last week.

Trading Desk Talk 11/03/25

The FOMC voted to cut the federal funds rate by 25 bps and....

Trading Desk Talk 10/27/25

Last week’s inflation report gives doves support to continue cutting rates.

Trading Desk Talk 10/20/25

Treasuries were listless last week, trading in a tight range. Agency/Ginnie Mae production....

Trading Desk Talk 10/14/25

Treasury yields have been in a narrow range since the start of the....

Trading Desk Talk 10/06/25

The impact of the government shutdown depends on the length.

Trading Desk Talk 09/30/25

As a government shutdown emerges, we analyze recent Fed comments on rates.

Insights & Perspectives 09/23/25

What happens next? And how is that transaction structured?

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