September 2026 Jobs Report: 29K Payrolls, 10-Year Yield at 5.27%
September 2026 Jobs Report: Payrolls Rise 29K as Treasury Curve Steepens and 10-Year Yield Reaches 5.27% | Mariemont Capital Duration & Credit Pulse Week Ending October 4, 2026 Executive Summary Bottom Line: The September 2026 jobs report showed payrolls rising 29,000 against a 90,000 consensus, with the unemployment rate at 4.2%, and it reinforced Federal […]
Treasury Yields September 2026: 30-Year Sets Five-Year High at 5.49%
Treasury Yields September 2026: 30-Year Sets Five-Year High at 5.49% | Mariemont Capital Treasury Yields September 2026: 30-Year Sets Five-Year High at 5.49% as 10-Year Rises 17bp Duration & Credit Pulse · Week Ending September 27, 2026 Executive Summary Bottom Line: Treasury yields September 2026 finished the month at five-year highs, with the 10-year rising […]
Fed Rate Decision September 2026: First Hike Since 2023 Flattens Curve as 2-Year Yield Rises 12bp
Fed Rate Decision September 2026: First Hike Since 2023 Flattens Curve as 2-Year Yield Rises 12bp | Mariemont Capital Duration & Credit Pulse Week Ending September 20, 2026 Executive Summary Bottom Line: The Fed rate decision September 2026 delivered the first increase in the policy rate since July 2023, a unanimous 25 basis point move […]
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 […]
