August 2026 CPI: Core 0.3% Drives 2-Year Yield Up 26bp
August 2026 CPI: Core 0.3% Drives 2-Year Yield Up 26bp | Mariemont Capital Duration & Credit Pulse Week Ending September 13, 2026 Executive Summary Bottom Line: The August 2026 CPI report closed a holiday-shortened week in which Treasury yields rose at every tenor and the front end led. Core CPI rose 0.3% against a 0.2% […]
Jackson Hole 2026: Curve Flattens as 2-Year Yield Rises 11bp
Jackson Hole 2026: Warsh Keynote Flattens Curve as 2-Year Yield Rises 11bp | Mariemont Capital Duration & Credit Pulse Week Ending August 30, 2026 Executive Summary Bottom Line: Jackson Hole 2026 delivered the week’s decisive repricing, but only at the front of the curve. Chair Warsh’s first keynote on Friday morning moved September hike pricing […]
Treasury Buyback: 30-Year Sets Five-Year High at 5.31%
Treasury Buyback Expansion: 30-Year Sets Five-Year High at 5.31% | Mariemont Capital Duration & Credit Pulse Week Ending August 23, 2026 Executive Summary Bottom Line: A Treasury buyback expansion announced Wednesday delivered the long end roughly forty-eight hours of relief before the move retraced in full — the 30-year declined 9 basis points on the […]
July 2026 CPI: Inflation Cools to 3.4% as 30-Year Auction Clears at 5.22%
July 2026 CPI: Inflation Cools to 3.4% as 30-Year Auction Clears at 5.22% | Mariemont Capital Duration & Credit Pulse Week Ending August 16, 2026 Executive Summary Bottom Line: The July 2026 CPI report cooled to 3.4% year over year and producer prices came in flat, yet the Treasury yield curve steepened rather than rallied […]
July 2026 Jobs Report: 23K Payroll Decline Trims Fed Hike Odds
July 2026 Jobs Report: 23K Payroll Decline Trims Fed Hike Odds | Mariemont Capital July 2026 Jobs Report: Payrolls Contract as Yields Retreat From Five-Year Highs Duration & Credit Pulse — Week Ending August 9, 2026 Executive Summary Bottom Line: The July 2026 jobs report showed nonfarm payrolls declined by 23,000 — against consensus expectations […]
July 2026 FOMC Meeting: Divided Fed, 30-Year at Five-Year High
July 2026 FOMC Meeting: Divided Fed Holds as 30-Year Yield Sets Five-Year High | Mariemont Capital Duration & Credit Pulse Week Ending August 2, 2026 Executive Summary Bottom Line: The July 2026 FOMC meeting held the target range at 3.50%–3.75% for a fifth consecutive meeting, but the 9–3 vote — with three regional presidents dissenting […]
Treasury Yields July 2026: Oil Shock Drives Bear Flattener
Treasury Yields July 2026: Oil Shock Drives Bear Flattener as Hike Odds Jump | Mariemont Capital Duration & Credit Pulse Week Ending July 26, 2026 Executive Summary Bottom Line: Treasury yields in July 2026 reached their highest levels of the year as Brent crude settled above $100 for the first time since May, reviving inflation […]
June 2026 CPI: Inflation Falls to 3.5% as Treasury Yields Decline
June 2026 CPI: Inflation Falls to 3.5% as Treasury Yields Decline | Mariemont Capital Duration & Credit Pulse Week Ending July 19, 2026 Executive Summary Bottom Line: The June 2026 CPI report was the week’s defining event, with headline prices falling 0.4% on the month — the largest monthly decline since April 2020 — and […]
FOMC Minutes July 2026: Fed Split as 30-Year Auction Clears at 5.06%
FOMC Minutes July 2026: Fed Split as 30-Year Auction Clears at 5.06% | Mariemont Capital Duration & Credit Pulse Week Ending July 12, 2026 Executive Summary Bottom Line: The FOMC minutes released July 8 confirmed a Federal Reserve split nearly down the middle between holding and firming, and Treasury yields rose in a broadly parallel […]
June 2026 Jobs Report: 57K Payroll Miss as Treasury Curve Bear Steepens
June 2026 Jobs Report: 57K Payroll Miss as Treasury Curve Bear Steepens | Mariemont Capital Duration & Credit Pulse Week Ending July 4, 2026 Executive Summary Bottom Line: The June 2026 jobs report, released Thursday July 2 ahead of the Independence Day holiday, showed payrolls rising just 57,000 against a roughly 110,000 consensus—yet Treasury yields […]
