January 2026 Labor Market Data Shakes Treasury Yields
January 2026 Labor Market Data Shakes Treasury Yields: Duration & Credit Pulse – Week Ending February 8, 2026 | Mariemont Capital Duration & Credit Pulse Week Ending February 8, 2026 Executive Summary Bottom Line: A cascade of deteriorating January 2026 labor market data drove Treasury yields lower across the curve, with the 10-year falling 3 […]
FOMC January 2026 Rate Decision: Fed Holds, Warsh Nominated
FOMC January 2026 Rate Decision: Fed Holds as Warsh Nomination Reshapes Policy Outlook | Duration & Credit Pulse Duration & Credit Pulse Week Ending February 1, 2026 Executive Summary Bottom Line: The FOMC January 2026 rate decision delivered an expected pause at 3.50-3.75%, but a notable 10-2 split vote and President Trump’s nomination of Kevin […]
Trump Greenland Tariffs Treasury Yields: 30-Year Hits 4.92%
Trump Greenland Tariffs Treasury Yields: 30-Year Approaches 5% Before Recovery – Week Ending January 25, 2026 | Mariemont Capital Duration & Credit Pulse Week Ending January 25, 2026 Executive Summary Bottom Line: Trump’s Greenland tariff threats and Japan’s government bond selloff created notable intraweek volatility, with the 30-year Treasury yield briefly touching 4.92%—its highest since […]
December CPI Eases: Treasury Yields Rise on Strong Labor
December CPI Inflation Eases: Treasury Yields Rise as Fed Independence Concerns Mount | Duration & Credit Pulse – Week Ending January 18, 2026 Duration & Credit Pulse Week Ending January 18, 2026 Executive Summary Bottom Line: December CPI delivered an encouraging downside surprise with core inflation cooling to 2.6% year-over-year, yet Treasury yields rose 5-6 […]
December 2025 Jobs Report: Treasury Yields Bull Flatten
December Jobs Report January 2026: Treasury Yields Bull Flatten as Labor Market Cools | Duration & Credit Pulse Duration & Credit Pulse Week Ending January 11, 2026 Executive Summary Bottom Line: The December jobs report delivered a mixed picture that reinforced expectations for an extended Fed pause—nonfarm payrolls added just 50,000 positions (missing the 73,000 […]
FOMC Minutes January 2026: Fed Division & Venezuela Oil Impact
FOMC Minutes January 2026: Year-End Rally Masks Fed Division | Duration & Credit Pulse Duration & Credit Pulse Week Ending January 4, 2026 Executive Summary Bottom Line: The first week of 2026 delivered a mild bear steepening as Treasury yields rose modestly across the curve, with the 10-year climbing 6 basis points to 4.19% at […]
Q3 GDP December 2025: Treasury Yields Steady as 4.3% Growth Beats Forecasts
Q3 GDP December 2025: Treasury Yields Steady as 4.3% Growth Beats Forecasts | Mariemont Capital Duration & Credit Pulse Week Ending December 27, 2025 Executive Summary Bottom Line: Treasury yields ended the holiday-shortened week marginally lower as the delayed Q3 GDP report revealed 4.3% annualized growth—the fastest pace in two years—while credit spreads compressed further […]
FOMC December 2025: Fed Cuts 25bp Amid Hawkish Pivot, 10-Year Yield Falls to 4.15%
FOMC December 2025: Fed Cuts 25bp Amid Hawkish Pivot, 10-Year Yield Falls to 4.15% | Mariemont Capital Duration & Credit Pulse Week Ending December 19, 2025 Executive Summary Bottom Line: The FOMC December 2025 meeting delivered a 25 basis point cut to 3.50-3.75% with an unusually hawkish tone, as an atypical three-way dissent revealed deep […]
Fed December 2025 Rate Cut: Hawkish Pivot Steepens Treasury Curve
Fed December 2025 Rate Cut: Hawkish Pivot Steepens Treasury Curve | Duration & Credit Pulse Duration & Credit Pulse Week Ending December 12, 2025 Executive Summary Bottom Line: The Federal Reserve delivered its third rate cut of 2025 on December 10, lowering the fed funds target to 3.50%-3.75%, but paired it with a materially hawkish […]
December Fed Rate Cut 2025: Yields Rise & Credit Spreads Tighten
December Fed Rate Cut 2025: Treasury Yields Rise as Markets Price 87% Cut Probability | Mariemont Capital Duration & Credit Pulse Week Ending December 7, 2025 Executive Summary Bottom Line: Mixed labor market signals dominated the week as ADP reported a 32,000 job contraction while initial jobless claims fell to a three-year low of 191,000. […]
