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 […]
May 2026 PCE Inflation: Treasury Curve Bull Steepens
PCE May 2026: Treasury Curve Bull Steepens as Oil Retreat Tempers Inflation Concern | Mariemont Capital Duration & Credit Pulse Week Ending June 28, 2026 Executive Summary Bottom Line: The May 2026 PCE inflation report confirmed headline prices rose 4.1% year-over-year — consistent with the Federal Reserve’s hawkish posture — but the monthly pace of […]
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 […]
