June 2026 FOMC Meeting: Fed Turns Hawkish, Curve Flattens
June 2026 FOMC Meeting: Warsh Pivots Hawkish as Treasury Curve Flattens, 2-Year Yield Rises 10bp | Mariemont Capital Duration & Credit Pulse Week Ending June 21, 2026 Executive Summary Bottom Line: The June 2026 FOMC meeting—Kevin Warsh’s first as Chair—held the federal funds target range at 3.50%–3.75% but paired the hold with a hawkish set […]
May 2026 CPI Hits 4.2% as Treasury Yields Fall Ahead of Fed Meeting
CPI May 2026: Iran De-escalation Drives Bull Steepener as Treasury Yields Retreat | Mariemont Capital Duration & Credit Pulse Week Ending June 14, 2026 Executive Summary Bottom Line: The May 2026 CPI report confirmed a 4.2% year-over-year reading — the highest since April 2023 — driven primarily by energy costs tied to the ongoing Strait […]
May 2026 Jobs Report: Treasury Yields Rise as Markets Reprice Fed Policy
May 2026 Jobs Report: Bear Flattening as 2-Year Treasury Yields Rise 14bp | Mariemont Capital Duration & Credit Pulse Week Ending June 7, 2026 Executive Summary Bottom Line: The May 2026 jobs report — 172,000 payrolls added against a consensus of 80,000 — was the week’s defining event, prompting a meaningful repricing of Federal Reserve […]
PCE April 2026: Treasury Yields Fall as Iran Ceasefire Hits Oil
PCE April 2026: Bull Rally Reverses Long-End Surge as Iran Ceasefire Deflates Oil | Mariemont Capital Duration & Credit Pulse Week Ending May 29, 2026 Executive Summary Bottom Line: The April 2026 PCE report and a developing U.S.–Iran ceasefire agreement drove the most meaningful Treasury rally in months, with yields falling 9–12 basis points across […]
30-Year Treasury Yield Hits Highest Level Since 2007
30-Year Treasury Yield May 2026: Intraweek Multi-Decade High Reverses as Curve Flattens | Mariemont Capital Duration & Credit Pulse Week Ending May 25, 2026 Executive Summary Bottom Line: The 30-year Treasury yield reached 5.197% intraday on Tuesday — its highest level since July 2007 — before retracing to close the week at 5.07%, below the […]
CPI April 2026: Inflation Shock Sends 30-Year Treasury Above 5%
CPI April 2026 Treasury Yields: Inflation Shock and Warsh Confirmation Drive 30-Year Above 5% | Duration & Credit Pulse – Week Ending May 17, 2026 | Mariemont Capital Duration & Credit Pulse Week Ending May 17, 2026 Executive Summary Bottom Line: The April 2026 CPI reading of 3.8% year-over-year — the highest since May 2023 […]
Treasury Quarterly Refunding May 2026: Yields Hold as Stagflation Risks Build
Treasury Quarterly Refunding May 2026: $79bn Q2 Revision as 10-Year Yield Holds 4.36% | Mariemont Capital Duration & Credit Pulse Week Ending May 10, 2026 Executive Summary Bottom Line: The Treasury Quarterly Refunding May 2026 announcement on May 6 held nominal coupon sizes fixed while raising the April-June privately-held borrowing estimate by $79 billion versus […]
FOMC April 2026: Powell Holds Rates as 10-Year Yield Hits 4.39%
FOMC April 2026: Powell Holds Rates Amid Four Dissents as 10-Year Yield Reaches 4.39% | Mariemont Capital Duration & Credit Pulse Week Ending May 1, 2026 Executive Summary Bottom Line: The FOMC April 2026 decision dominated the week as Chair Jerome Powell’s final meeting produced an 8-4 hold at the 3.50%-3.75% target range — the […]
Treasury Yields April 2026: Hormuz Oil Shock Drives Bear Flattener
Treasury Yields April 2026: Hormuz Oil Shock Drives Bear Flattener | Duration & Credit Pulse | Mariemont Capital Duration & Credit Pulse Week Ending April 26, 2026 Executive Summary Bottom Line: Treasury yields rose across the curve in a bear-flattening pattern as the Strait of Hormuz remained closed for an eighth consecutive week and stronger-than-expected […]
Strait of Hormuz Reopening Drives Bull Steepener in Treasuries
Hormuz Reopening Treasury Yields April 2026: 2-Year Falls 9bp in Bull Steepener | Duration & Credit Pulse – Week Ending April 19, 2026 | Mariemont Capital Duration & Credit Pulse Week Ending April 19, 2026 Executive Summary Bottom Line: The Strait of Hormuz reopening on Friday, April 17 marked a clear inflection in the five-week […]
