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US interest outlays hit record as deficit widens—markets price Sept cuts, but will term premium and a steepening curve veto valuations?
US interest outlays hit record as deficit widens—markets price Sept cuts, but will term premium and a steepening curve veto valuations?
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Yen at 38‑year low; Tokyo readies action—could a JPY squeeze nuke MXN/JPY carry and push US mortgages up via a curve steepener?
Yen at 38‑year low; Tokyo readies action—could a JPY squeeze nuke MXN/JPY carry and push US mortgages up via a curve steepener?
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S&P hits records on cooler CPI as megacap concentration peaks—are passive flows and 0DTE masking an earnings air pocket?
S&P hits records on cooler CPI as megacap concentration peaks—are passive flows and 0DTE masking an earnings air pocket?
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