Newsclips
Previewing Jackson Hole
August 27, 2026
Commentary & analysis of selected stories on August 27, 2026
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Page 2 of 3383Focused Research
The Cutting Cycle That Tightened
August 26, 2026
The Fed eased 175 basis points. Long yields tightened 100. The question is which piece of the 10-year did the work: inflation, real yields, or the term premium?
Newsclips
Staging Jackson Hole
August 26, 2026
Commentary & analysis of selected stories on August 26, 2026
Newsclips
More on the Idea of Using the TGA to Buy Bonds
August 25, 2026
Commentary & analysis of selected stories on August 25, 2026
Newsclips
The Fiscal Picture: Spending vs. Taxes
August 24, 2026
Commentary & analysis of selected stories on August 24, 2026
Newsclips
Loud Words But Small Payload
August 21, 2026
Commentary & analysis of selected stories on August 21, 2026
Newsclips
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.