Commentary
October 23, 2025 | Chart of the Week
Artificial Intelligence’s Insatiable Thirst for PowerOctober 20, 2025 | Monday Morning Perspectives
Corporate Earnings Well UnderwayOctober 16, 2025 | Chart of the Week
CMBS Goes Short: Why 5-Year Loans are Taking OverOctober 13, 2025 | Monday Morning Perspectives
Renewed Tariff ConcernsOctober 9, 2025 | Chart of the Week
Pricing the Infrastructure Boom: Data Center Trends in Structured MarketsOctober 6, 2025 | Monday Morning Perspectives
U.S. Government Is Closed but the Treasury Remains OpenOctober 2, 2025 | Chart of the Week
Long Credit Spreads Are TightSeptember 29, 2025 | Monday Morning Perspectives
Payroll Friday (If Government Stays Open)September 25, 2025 | Chart of the Week
Stablecoins Are Powering the Future of FinanceSeptember 22, 2025 | Monday Morning Perspectives
Housing Data in Focus as Mortgage Rates Move LowerSeptember 18, 2025 | Chart of the Week
Not Your Parents’ High-Yield MarketSeptember 15, 2025 | Monday Morning Perspectives
Fed WeekSeptember 11, 2025 | Chart of the Week
Nominal Spreads on Mortgage-Backed Securities Remain Wide Relative to Investment-Grade CorporatesSeptember 8, 2025 | Monday Morning Perspectives
This Week’s Inflation Data Unlikely to Derail a September Fed Rate CutSeptember 4, 2025 | Chart of the Week
Hedging Always Comes at a Price