Daily Newsletter

The fixed income morning read.

Every market morning: overnight moves, the day's data and supply, and a clear take on what actually matters for rates and credit. Built to read in three minutes.

Past issues Read the full archive on Substack →

Sample: Curve steepens as supply looms

Front end bid, long end heavy into the refunding.

Jun 05, 2026

Sample: Spreads grind tighter, again

IG new issue concessions vanish; HY catches a bid.

Jun 04, 2026

Sample: The data that moved the front end

Why the market repriced two cuts in an afternoon.

Jun 03, 2026

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