Newsclips
Loud Words But Small Payload
August 21, 2026
Commentary & analysis of selected stories on August 21, 2026
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The Treasury Shuffles the Deck
August 20, 2026
Commentary & analysis of selected stories on August 20, 2026
Focused Research
A Bachelor’s Degree Means Different Things for Men and Women
August 19, 2026
The Fed cut rates partly because young college graduates cannot find jobs. The advantage from obtaining a degree for men aged 22 to 27 has fallen faster than it has for women.
Newsclips
Normalizing Yields the Warsh Way
August 19, 2026
Commentary & analysis of selected stories on August 19, 2026
Newsclips
Estimating a Neutral Rate
August 18, 2026
Commentary & analysis of selected stories on August 18, 2026
Conference Calls
What Stops Yields From Rising?
August 17, 2026
A replay of our August 20, 2026 conference call.
Focused Research
How Worried Should We Be About Hedge Funds Owning Treasuries?
August 17, 2026
Hedge funds hold $2.4 trillion of Treasuries, more than China, Japan, banks or mutual funds, 87% of it repo-financed. But these are not directional bets, so soaring yields will not unwind them. Funding is the risk.
Newsclips
The Relationship Between Stocks & Bonds
August 17, 2026
Commentary & analysis of selected stories on August 17, 2026
Newsclips
Easy Financial Conditions Face Inflation Pressures
August 14, 2026
Commentary & analysis of selected stories on August 14, 2026
Newsclips
Earnings Continue to Shine
August 13, 2026
Commentary & analysis of selected stories on August 13, 2026
Focused Research
Should Bond Bulls Root for a Rate Hike?
August 13, 2026
To stop the rise in long-term yields, maybe the Fed should introduce a little bit of "panic" about inflation so the bond market can stop panicking.
Media & Communications
The Bond Market’s Clear Warning Signal
August 12, 2026
Jim Bianco argues that the Federal Reserve should eliminate forward guidance and instead consider a rate hike to stabilize surging long-term bond yields.