Duration & Credit Pulse: May 4, 2025
Duration & Credit Pulse – Week Ending May 4, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending May 4, 2025 Executive Summary Bottom Line: Fixed income markets stabilized during the week ending May 4 following the most severe bond market dislocation since COVID-19, triggered by President Trump’s April 2 tariff announcements. Despite consumer […]
Duration & Credit Pulse: April 27, 2025
Duration & Credit Pulse – Week Ending April 27, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending April 27, 2025 Executive Summary Bottom Line: Fixed income markets stabilized following April’s tariff-induced turmoil, with Treasury yields declining across the curve except for long bonds as Minneapolis Fed President Kashkari’s call for “extended” policy patience […]
Duration & Credit Pulse: April 20, 2025
Duration & Credit Pulse – Week Ending April 20, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending April 20, 2025 Executive Summary Bottom Line: Fixed income markets found tentative footing during April 13-20 as below-consensus inflation data (CPI 0.2% vs 0.3% expected, PPI -0.5% vs +0.2%) provided tactical relief from the historic selloff […]
Duration & Credit Pulse: April 13, 2025
Duration & Credit Pulse – Week Ending April 13, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending April 13, 2025 Executive Summary Bottom Line: President Trump’s sweeping tariff implementation on April 2 triggered the most violent fixed income selloff since 2013, with 10-year Treasury yields surging 37 basis points as traditional safe-haven correlations […]
Duration & Credit Pulse: April 6, 2025
Duration & Credit Pulse – Week Ending April 6, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending April 6, 2025 Executive Summary Bottom Line: President Trump’s sweeping “Liberation Day” tariff announcement on April 2 triggered the most severe fixed income market disruption since COVID-19, with 10-year Treasury yields surging nearly 50 basis points […]
Duration & Credit Pulse: March 30, 2025
Duration & Credit Pulse – Week Ending March 30, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending March 30, 2025 Executive Summary Bottom Line: Fixed income markets navigated choppy waters as tariff uncertainty collided with mixed economic signals, leaving Treasury yields range-bound while credit spreads began their journey wider from historically tight levels. […]
Duration & Credit Pulse: March 23, 2025
Duration & Credit Pulse – Week Ending March 23, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending March 23, 2025 Executive Summary Bottom Line: The historic Bank of Japan pivot ending negative rates combined with Fed patience on policy created unprecedented global monetary divergence, sending Treasury yields lower across the curve while credit […]
Duration & Credit Pulse: March 16, 2025
Duration & Credit Pulse – Week Ending March 16, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending March 16, 2025 Executive Summary Bottom Line: Trade war escalation triggered the most severe fixed income volatility of 2025, with credit spreads surging to multi-month highs while Treasury yields whipsawed between 4.16% and 4.33% as flight-to-quality […]
Duration & Credit Pulse: March 9, 2025
Duration & Credit Pulse – Week Ending March 9, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending March 9, 2025 Executive Summary Bottom Line: Tariff implementation on March 4 triggered the most significant fixed income volatility of 2025, with Treasury yields whipsawing between haven demand and inflation fears while credit spreads flashed warning […]
Duration & Credit Pulse: March 2, 2025
Duration & Credit Pulse – Week Ending March 2, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending March 2, 2025 Executive Summary Bottom Line: Trump’s surprise 25% EU tariff announcement on February 26 shattered the Treasury rally and triggered credit spread widening from historic tights, forcing markets to confront stagflation risks just as […]
