Sep 23, 2026
The Fed hiked and the 10-year closed above 5%, and the Nasdaq closed at a record anyway. A $19 billion manager says some investors now see Big Tech as a better credit than Washington, and JPMorgan's EM strategist says emerging-market spreads held steady.
Sep 16, 2026
Oracle's customers are paying for the hardware. Oaktree counts $3 trillion of credit demand that appeared overnight. Altman says an IPO now would be ill-advised. Treasury left more than $800 million on the table, and the Fed hiked.
Sep 9, 2026
Bessent says he hasn't bought a bond yet. Morehead says everyone at the table saw the bluff. Kasman says Warsh has the votes. The first upsized buyback lands Thursday, and the market called $6 billion a disappointment.
Sep 2, 2026
Warsh buries forward guidance and the September hike goes live. Apollo's Slok on the Fed-Treasury standoff, and why the bond desk is eyeing Anthropic's debt.
Aug 26, 2026
Bessent calls his buybacks a treasury twist, two sitting Fed presidents split over the long end, and Anthropic moves toward the biggest IPO on record after adding an Intel-sized business in seven months.
Aug 19, 2026
CoreWeave contracts 2020-vintage GPUs out to 2029 at full freight, two former Fed presidents say the long end has stopped listening to the Fed, and Larry Fink calls data-center financing the next mortgage-backed market.
Aug 12, 2026
Schroders' CEO on the de-dollarization that never happened, UBS on the productivity statistic, and the first autonomous AI cyberattack: 17,000 actions in four days.
Aug 5, 2026
Collison on 2× business formation, the credit market putting a governor on AI spend, and Altman on 500 billion tokens a month.
