Fixed income research · published daily
Clarity in fixed income.
Independent research and a daily newsletter on rates, credit, and the macro forces moving bond markets — built for people who live and breathe duration.
What you get
Rates & the curve
Treasuries, swaps, and global govvies — duration, steepeners, and where the curve is mispriced.
Credit & spreads
IG and HY spread analysis, issuance, and the relative-value setups worth your risk.
Macro & policy
Central banks, inflation, and the data prints that move the front end.
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