NFP March 2026 Treasury Yields: Jobs Beat Meets Iran Oil Shock
NFP March 2026 Treasury Yields: Jobs Beat Meets Iran Oil Shock | Duration & Credit Pulse Duration & Credit Pulse Week Ending April 5, 2026 Executive Summary Bottom Line: NFP March 2026 delivered a headline beat of +178,000 jobs against a 59,000 consensus, but Treasury yields still declined on the week as mid-week ceasefire optimism […]
Treasury Yields March 2026: Iran War Drives Rate Hike Fears
Treasury Yields March 2026 Iran War: Rate Hike Fears Rise as Auctions Weaken | Duration & Credit Pulse Duration & Credit Pulse Week Ending March 29, 2026 Executive Summary Bottom Line: Treasury yields March 2026 moved higher for a fourth consecutive week as the Iran war oil shock, three consecutively weak Treasury auctions, and a […]
FOMC March 2026: Treasury Yields Rise as Oil Shock Persists
FOMC March 2026 Rate Decision: Treasury Yields Rise as Fed Holds, Oil Shock Persists | Duration & Credit Pulse Duration & Credit Pulse Week Ending March 22, 2026 Executive Summary Bottom Line: The FOMC March 2026 rate decision to hold at 3.50–3.75% — paired with an upgraded inflation forecast and hawkish dot plot — triggered […]
FOMC March 2026 Preview: GDP Slows as 30-Year Treasury Nears 5%
FOMC March 2026 Preview: Q4 GDP Revised to 0.7% as 30-Year Yield Approaches 5% | Mariemont Capital Duration & Credit Pulse Week Ending March 15, 2026 Executive Summary Bottom Line: The FOMC March 2026 meeting arrives at a precarious juncture as Q4 GDP was revised sharply lower to just 0.7% while core PCE re-accelerated to […]
Treasury Yields March 2026: Iran Oil Shock and −92K Payrolls
Treasury Yields March 2026: Iran Oil Shock and Negative Payrolls Drive Worst Bond Week Since April | Mariemont Capital Duration & Credit Pulse Week Ending March 8, 2026 Executive Summary Bottom Line: Treasury yields posted their largest weekly increase since April 2025 as the U.S.-Israel military strikes on Iran and subsequent Strait of Hormuz disruption […]
Treasury Yields Feb 2026: 10-Year Breaks Below 4%
Treasury Yields February 2026: 10-Year Breaks Below 4% as Stagflation Risk and Iran Strikes Reshape Bond Markets | Mariemont Capital Duration & Credit Pulse Week Ending March 1, 2026 Executive Summary Bottom Line: Treasury yields fell across the curve this week as conflicting signals from Treasury markets — hot January PPI data (+0.5% headline, +0.8% […]
Supreme Court IEEPA Tariffs Ruling: Duration & Credit Pulse – Week Ending February 22, 2026
Supreme Court IEEPA Tariffs Ruling Reshapes Rate Outlook: Duration & Credit Pulse – Week Ending February 22, 2026 | Mariemont Capital Duration & Credit Pulse Week Ending February 22, 2026 Executive Summary Bottom Line: The Supreme Court’s 6-3 IEEPA tariffs ruling on February 20 was the week’s defining event, yet the paradoxical market response — […]
CPI January 2026: Bull-Flattening Rally Drives 10-Year Treasury to 4.05%
CPI January 2026: Bull-Flattening Rally Drives 10-Year Treasury to 4.05% | Duration & Credit Pulse | Mariemont Capital Duration & Credit Pulse Week Ending February 15, 2026 Executive Summary Bottom Line: The January 2026 CPI January 2026 report delivered a positive surprise — headline inflation eased to 2.4% year-over-year against a 2.5% consensus — catalyzing […]
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 […]
